Legacy: The Hiddens Keys to Optimizing Your Family Wealth Decisions - Hardcover

Orlando, Richard J., Ph.d.

Hardcover

ISBN 10: 098948100X ISBN 13: 9780989481007

Publisher: Legacy Capitals Pr, 2014

Synopsis

Your legacy is how you live, not just what you leave. Family wealth is often emotionally charged, whether you have a small nest egg or financial abundance. Wealth creates unique opportunities and challenges. The greatest challenge is the least discussed: the place where money, values, and family intersect. As the level of our wealth increases, our decisions become more complex and sophisticated. In Legacy, Dr. Richard Orlando explores the five most important family wealth decisions that directly impact us, our families, and our legacies. Orlando offers wisdom, stories, and step-by-step advice for optimizing these decisions by aligning them with our values, purpose, and faith, in essence, our spiritual capital. These questions involve leading a happy and fulfilled life. the ability to transfer wealth, preparing the next generation for the opportunities and responsibilities of wealth, and so on. If you are concerned about one or more of these issues, or if you are a professional advisor who has tried to help your clients with these issues, this book is a must-read.

About this title

About the Author

Richard J. Orlando, Ph.D., founder and CEO of Legacy Capital LLC, serves as a trusted advisor, coach, and educator to affluent individuals and families. He also consults, coaches, and trains the different types of professional advisors who work with affluent individuals and families.

From the Back Cover

"I have had the privilege over my professional career of advising many families on their wealth transfer decisions. It is always very complex, as no two family situations are the same and there are seen and unseen dynamics at play. Dr. Orlando approaches this topic with wisdom and principles based on considerable experience. This book should be a very valuable resource both for professionals and anyone with wealth transfer opportunities and issues. I recommend this book with enthusiasm."
--Ron Blue, founder of Kingdom Advisors and Ronald Blue & Company


"A MUST-read. It will forever change the way you think about your family and estate."
--Paul A. Pagnato, managing director and partner, Pagnato-Karp Group, a Barron's 2013 top 100 financial advisor
"Richard Orlando provides practical wisdom and excellent insight into the complex set of subjects surrounding legacy planning. He expertly argues the what, how, and why questions, pointing out that optimizing these decisions is about intellectual, social, human, and spiritual capital, not just financial capital. Recommended reading for anyone serious about the subject of legacy."
--Bob Doll, chief equity strategist and senior portfolio manager, Nuveen Asset Management


"Richard's passion for helping people navigate the increasingly complex world of financial choices is laudable. His approach demystifies and simplifies, giving investors the peace of mind they deserve."
--Elliot Weissbluth, CEO of HighTower

"Dr. Richard Orlando's book, Legacy, provides the necessary guidance to help families optimize their family wealth decisions and prepare their family for the wealth. In particular, his focus on next-generation preparation does an excellent job of pointing out what wealthy families need to provide to their children. Following Dr. Richard Orlando's 'Ten Principles and Practices for Parents to Raise Their Children's Life IQs' is a great place for parents to begin this process."
--Rowland M. Smith III, C.P.A., CSEP, M.S.T., tax partner at ParenteBeard LLC

"As CEO of an international company, I have read many books on leadership, wealth, and success. Of these, Dr. Orlando's book is in a class by itself. Legacy provides principles and insights that can assist business owners and entrepreneurs in their pursuit to prepare themselves and their children for the opportunities and responsibilities that come with success. This book is a must-read for anyone interested in creating a positive legacy through their company and family."
--John Rakolta, Jr., CEO of Walbridge

"After playing basketball in the NBA for the past twelve years and now planning for the next stage of my life, I couldn't have read a better book. It is filled with practical wisdom that's guiding me and my family from success to significance. I wish this book would have been available earlier in my career. I strongly recommend it to professionals who want to make the best possible decisions regarding their wealth, success, and family."
--Michael Redd, former NBA player (2000-2012) and member of the USA National Men's Basketball Team (gold medal winner, 2008 Summer Olympic Games)

Edition details

• Publisher: Legacy Capitals Pr
• Publication date: 2014
• Language: English
• ISBN 10: 098948100X
• ISBN 13: 9780989481007
• Binding: Hardcover
• Number of pages: 196