Monument Resource Center

Our clients hire us because they recognize the value of our Team’s unique, straight-forward, unfiltered opinion and our tailored advice designed to answer their questions, not everyone else’s. Below, you’ll find some of the most important questions we have been asked over the years to help you better understand the role we play and the advice we give.

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