We are honored to have been a part of this family's journey. Supporting our clients as they create lasting impacts and #livetheirlegacy is what drives us every day. Are you interested in our LeadingGen Program? Contact us here to learn more buff.ly/3sHNmwS

Today we highlight Lauren Blatz, the manager of the Academy platform. Lauren is our go-to for supporting our members and managing our WFA®️ Training Program. She leads our content development, leaning on her years of experience working with UHNW families and their Advisors.

👀 Tucker Carlson to RFK Jr — both men nearly moved to tears. “I hope what you just said is chopped up and put all over every social media platform in the world!” Well here it is. What Kennedy said in the BEST 12 mins of Tucker… maybe ever. Stunning. LFG. #MAHA 🇺🇸

Another successful quarterly team meeting has wrapped! As always, this is a time for our team to take a step outside of our day to day operations and recenter ourselves around the values and mission of Legacy Capitals.

Enough Is Enough youtu.be/0_OjKe4BuDE?si… via YouTube

Full Senate Speech youtu.be/Om4pEWnOTL8?si… via YouTube

📈 Statistics show that: → $72+ Trillion will be transferred to the #NextGen by 2045 → 70%+ of #heirs leave their parents' advisors → 70% of widows leave their #advisors after their spouses die. 32% of those who leave cite a "lack of personal connection" as the reason why.

Are you prepared to serve the needs of your female clients? Women are making massive strides as #wealthcreators, #wealthholders, wealth decision-makers, and stewards of #inheritedwealth. academy.legacycapitals.com/product/inspir…

Check out this clip from our interview with Brittney Ray, a #5thgeneration family member speaking to the importance of #engaging and #empowering future owners in order to foster an environment ripe for maximum impact and positive #familyconnection through the generations.

Check it out! This article is available to anyone with a free, basic membership - all you have to do is sign up! Academy Sign Up: buff.ly/3P1eaA8 Resource Link: buff.ly/42DZWwU

From strengthening family bonds to clearly conveying your #values and #vision for shared resources, a well-structured and thoughtfully managed #familymeeting can lead to meaningful and lasting benefits. Let us guide you in planning a successful and impactful family retreat.

In this clip, Christin McClave provides guidance to the NextGen on how to successfully support their family business while navigating their personal careers paths. Christin highlights the importance of having mentors, receiving feedback, and maintaining a growth mindset.

Coming Soon! Richard Orlando joined Angelina Carleton on her podcast Design Your Legacy for a conversation on guiding principles for the RisingGen, decision-making, how to live one's legacy, & more. The episode will be released on July 3rd - stay tuned! youtube.com/watch?v=eBIPsE…

Richard Orlando's book, Legacy, is an insightful read for anyone working at the intersection of family, wealth, and long-term purpose. Would you like a copy for yourself? Order it here: academy.legacycapitals.com/product/legacy…

💼 Legacy isn’t just looking after financial assets — it’s understanding what drives you in your GPS. In this episode, Dr. Richard J. Orlando (Legacy Capitals) shares how to design a legacy that is intentional about you live today. 🎧 youtube.com/watch?v=eBIPsE… #DesignYourLegacy

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July is Family Reunion Month, a time when families come together across generations. For financially successful families, these gatherings offer more than just a chance to catch up. As their advisor, you’re positioned to help turn these moments into something more meaningful.

In private group chats, travelers ranging from the merely wealthy to actual billionaires buy and sell seats on personal planes and chartered jets at relative discounts. “Sometimes you don’t want to spend $25,000 to $30,000 going up to New York.” 🔗 on.wsj.com/45OX9AN

Do you have kids ages 8-12? Are you trying to delay the phone-based childhood? We wrote this book for you and your kids. Comes out Dec 30. Preview and pre-order links below.