“Off the Wall” Podcast

Our podcast is aimed at helping you answer the questions, “What is the purpose of my wealth and how can I make that vision a reality?” As Wealth Managers, we’re skilled at helping our clients think through these challenging, but important, questions. Let’s dive in!

Transferring Wealth Part 2 | Family Meetings, Gifting, and Legacy Planning

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Dr. Richard Orlando of Legacy Capitals is back for Part 2 of our conversation about successfully transferring wealth to the next generation.

Rich does a deeper dive on gifting to kids, including sharing ideas on timing gifts around core life stages. He explains what is a family meeting and why it is important, and suggests possible items to have on your family meeting agenda. Rich also addresses the increased importance of family wealth conversations in the age of social media and influencers.

Listen to the end for his observations on why doing legacy planning in conjunction with a wealth manager has been successful for families he’s worked with.

About Legacy Capitals: www.legacycapitals.com

Rich’s book is Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions

Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com

Important Disclosures: https://monumentwealthmanagement.com/disclosures