What is Your Legacy

Legacy is not about what we leave at the end of our lives, but how we choose to live every moment of our lives. In this sense, planning is not about leaving a legacy, but about living our legacy. It is about reaching our human potential and intentionally making a positive imprint on the world each day of our lives.

Investor Education: Family Governance – Know Your Why

By Dr. Richard Orlando What is the technology you are using to make the most important family wealth decisions that impact your legacy? This is the second part in the series on legacy planning. During the first part of the series, I defined what legacy planning is and what it is not and what I shared was that legacy planning isn’t …