Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions

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.

Richard J. Orlando, Ph.D., founder and CEO of Legacy Capitals 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.