Legacy: The Hiddens Keys to Optimizing Your Family Wealth Decisions
"In this insightful and much-needed book, Richard Orlando, trusted advisor to many of the world's wealthiest families,shares the essential strategies he uses to help his clients make value-driven decisions about managing their wealth and establishing a meaningful multigenerational legacy."--Chip Conley,New York Timesbestselling author ofEmotional Equations"Richard Orlando's financial management advice shows we can live a connected, service-oriented life in touch with our values while building an enduring family legacy of success. Orlando provides critical guidance for navigating major life decisions to make sure they strengthen relationships rather than driving families apart."--Keith Ferrazzi,New York Timesbestselling author ofWho's Got Your BackandNever Eat Alone"I've long been an admirer of Dr. Orlando's groundbreaking work helping families integrate their spiritual and financial ideals. His book is an excellent resource for those who still feel there is something important lacking in the wealth management experience."--Hannah Shaw Grove,author ofThe Family Office"Richard Orlando's new book,Legacybrings into our consciousness the fundamental role of spiritual capital in a family's flourishing and in the happiness of its individual members. Richard teaches us that when a family's human, intellectual, social, and financial capitals are joined with its spiritual capital it stands a strong chance of avoiding the universal cultural proverb 'short sleeves to shirt sleeves in three generations' and the suffering it defines."--James E. Hughes, Jr., author ofFamily WealthandFamily,and coauthor ofThe Cycle of the Gift"Richard's book brings a new and challenging perspective to the estate planning profession.Legacyis filled with stories, principles, and a framework for those of us who want to expand our value to our clients. In particular, the chapters on wealth transfer and preparing the next generation make a compelling case to factor the next generation into the planning process. I would recommend this book to every advisor and family who is ready to look beyond conventional wisdom as they plan for their legacy."--David A. Stein,partner and head of U.S. Wealth Planning, Withers Bergman, LLP