Join the Estate Planning Council of New York City for the first evening program of the 2015-2016 membership year! Dr. Richard Orlando to present.
Expanding Your Value: Legacy Planning
This presentation is designed to help Advisors expand the value they bring to their client-families (and attracting new clients) by having a proper understanding and application of legacy planning. This is very important for the following reasons:
- 41 trillion dollars being passed down to the next generation by 2052
- 90% of the family’s wealth does not make it past the third generation
- 80%-90% of heirs reject their parents’ advisors soon after receiving their inheritances
In addition to providing sound financial, tax, and legal advice & guidance, it is vitally important to address the qualitative planning aspects of the client’s assets; in particular, helping the family prepare for their assets, aka, Legacy Planning. Legacy Planning is much more about how we help our clients plan for each day of their lives and prepare their families for their wealth - this is the focus of this presentation - rather than only focus on what they leave behind after they pass on.
About Our Speaker
Dr. Richard Orlando, Ph.D.
For the past quarter century, Richard Orlando, Ph.D., founder and CEO of Legacy Capitals LLC, has worked globally with executives, entrepreneurs, and professional athletes, as well as families, work teams, and organizations, who strive for success or have already reached significant levels of success.
Author of LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions, Richard
Orlando serves as a trusted advisor, consultant, and coach to high net worth and ultra high net worth individuals and families—some of which lead very successful family businesses. In addition, he has worked with Barron’s Top 100 Financial Advisors, as well as leaders and high performing teams nationally and internationally.
He has been referenced in numerous publications including the New York Times, Bloomberg Business, Wall Street Journal online, Trusts & Estates, and the Chicago Tribune. He has conducted hundreds of presentations and spoken at numerous conferences.