Watch PagnatoKarp's Private Virtual Event with Dr. Richard Orlando, PagnatoKarp's Family Coach. Dr. Orlando shared guiding principles to help your family cope and flourish during difficult times using intellectual, social and human capital.

Key Takeaways:

  1. Understanding Transition Versus Change as it Impacts Life During Quarantine
  2. Engaging Your Family Through Meaningful & Productive Activities
  3. Education & Planning Exercises to Help Advance Through Trying Times

About Our Speaker

Dr. Richard OrlandoDr. Richard Orlando, Founder and CEO of Legacy Capitals LLC, is a Family Coach to PagnatoKarp Family Office clients and author of LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions. Dr. Orlando is an integral and integrated part of our Family Office team. For the past quarter-century, Dr. Orlando has consulted, educated and coached both advisor teams and their clients. He specializes in working with clients and their children to address the topic of wealth and its impact on family life, happiness and estate planning.

Richard has worked with the sports psychologist of the New York Giants and with athletic teams at Seton Hall University. He has been referenced in numerous publications including the New York Times, WSJ Online, Private Wealth Magazine, Trusts & Estates, CFA, Merrill Lynch Advisor, Research, Bloomberg Wealth Manager, On Wall Street and Registered Rep.

Dr. Orlando holds a Ph.D. in Family Systems from Seton Hall University and certifications from both the Family Firm Institute (FFI) and the International Coach Federation Accredited Program (ICF). He is an approved instructor for IMCA’s Certified Private Wealth Advisor® (CPWA®) certification program, which is an advanced credential for financial planners to address the unique needs of high-net-worth individuals and families.

In the community, Richard is on the Board of Directors at Urban Hope in Staten Island, New York, and is an enthusiastic husband and father.

About Legacy Capitals

Legacy Capitals LLC is an independent boutique firm designed to help financially successful families and their trusted advisors deal with the myriad of “life-impact” issues that come from managing wealth beyond the money itself. They empower families to fully leverage their financial, intellectual, social, human and spiritual capitals in order to live their legacies with meaning and purpose.

Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions.

About PagnatoKarp Cresset

We are a Boutique Family Office specializing in Intelligent Wealth Management™ for CEO Founders, entrepreneurs, wealth creators, PE executives, and ultra-high-net-worth families. With True Fiduciary® standards, we embrace Transparency® and the legal obligation to put your interests first. Frequently ranked on top financial advisor lists by Barron’s and Forbes, our goal is to streamline your life so you have more TIME to spend on what matters to you most.

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