Legacy book

Legacy book from Legacy Capitals, LLC

By: Legacy Capitals, LLC  06/12/2014
Keywords: Family Business, Investment Strategy, Wealth Transfer

Price: $27.95 hardcover/$9.99 ebook Unlike other asset-planning guides, LEGACY is unique – it probes the five most important family-wealth decisions that directly impact families and their legacies: How do I ensure a happy and fulfilled life for me and my family? How do I transfer my wealth to my children and others I care about? How do I prepare the next generation in my family for the opportunities and responsibilities of wealth? How do I best give and share my resources with others? How do I ensure that my family business (whatever it may be) flourishes? With its five-step, non-technical process for transferring your wealth, ten principles and practices for readying your child for inheritance (or raising a child’s Life IQ), and fifteen foundational relationship skills key to navigating successful family businesses, LEGACY details how to increase the success of every generation so each can authentically live their intended legacies. Along with providing effective tools and techniques, Orlando encourages us to act with greater intention and inspiration in planning for the future and to expand our ideas about philanthropy. The result is an invaluable and powerful blueprint for a positive, enduring legacy.

Keywords: Family Business, Family Wealth Management, Investing Services, Investment Strategy, Wealth Transfer

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Family Wealth Conferences

We help Trusted Advisors develop and deliver half to one-day conferences crafted specifically to their high and ultra-high networth clients and prospects.


One-On-One Coaching & Training

We work behind the scene with Trusted Advisors who serve families of wealth, whether as a sole-practitioner, part of a large group practice, or as a principle in a family office.


Family Wealth Coaching

We help parents effectively communicate their hopes, goals, and expectations with their children, and ensure the estate plan aligns with their values, goals, and intentions.


Family Meetings

Our multi-generational Family Meetings are 1-2 days in length and addresses topics such as: Best Practices, Family Values, Goal Setting,