Optimize your family’s wealth decisions, especially during uncertain and disruptive times. We work with clients and their children through governance and education to address the topic of wealth and its impact on family life, values, culture, and happiness.
Our family coach facilitates family meetings, helps to create your family’s vision and mission statements, and provides sudden wealth counseling. A variety of services also address financial literacy, leadership and entrepreneurship.
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.