VALUES | EDUCATION | LEGACY
Optimize your family's wealth decisions, especially during uncertain and disruptive times. We work with clients and their children to address the topic of wealth and its impact on family life, happiness and estate planning. Our family coach facilitates family meetings, helps to create your family’s vision and mission statements, and provides a variety of counseling services.
Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions
In Dr. Richard Orlando’s book, he explores the five most important family wealth decisions that directly impact us, our families and our legacies. Dr. 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. Questions involve leading a happy and fulfilled life, the ability to transfer wealth and preparing the next generation for the opportunities and responsibilities of wealth.
Please contact us for a copy of Legacy or order HERE.
Intelligent Wealth Management™ to help protect and streamline your life through high-touch sophistication, expert advice, and transparency.
Boutique Family Office for portfolio management, tax, estate and legal, wealth planning, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards where your best interests come first.