Plan a Legacy Today.
Create an Ideal Tomorrow.

“Richard Orlando has been a coach and mentor for our team for over a decade and he has been a major factor in our development and success. As the team leader of a high performance wealth management and private banking team, he has helped me personally and our team individually and collectively to build the tools and skills that have propelled our evolution to our present position as a leader in our firm and the industry. Most recently, he has worked with several clients to facilitate family meetings, legacy planning, family governance and value preservation across generations. His unique skills, understanding and experience make him a highly valued coach and counselor to our clients and our team.”

“Thank you Legacy Capitals. This is an unfamiliar journey for both of us. Coming from our backgrounds, who knew it would be THIS complicated when your financial means exceed your dreams? We wouldn’t be where we are today without your support and guidance. We look forward to working with you in the coming year as we take the next steps forward.”

"I'm coming to terms with the responsibilities associated with my family wealth and starting to no longer see all of it as completely overwhelming. And I realize that I don't have to...can't...learn it all at once. I've learned to define success on my own terms and that's led to an enormous leap in confidence. I can now see where I might be able to contribute to my family office, and becoming more comfortable has helped me talk more confidently with my family's advisors."

"Thank you for your guidance through the LeadingGen Program for Parents. It was just what we needed to organize our planning and our communication strategy with the rest of our family. We feel we have a well thought out values-based plan thanks to your program."

“Our work with Richard Orlando and Legacy Capitals was highly constructive. The approach was structured enough to guide us through a range of concepts and flexible enough to allow us to better articulate our own values. His stories of other families were especially helpful as we discerned how our desires stand in contrast with others."

"It has been an excellent experience partnering with Legacy Capitals to build a program for our Network. Legacy is one of the few firms that are helping advisors deal with the large demographic shifts happening in our industry right now. What is most impressive is that Legacy focuses not just on the “Why?” and the “What?” but also the “How?”. They give the advisors the tools they need to execute well on intergenerational planning."

"I am happy to report that we are growing fast and adding clients right and left. We have been implementing WFA concepts little by little with new and existing clients with success. I think this will only continue to snowball for us."