Welcome to the “Off the Wall” Podcast

The podcast redefining wealth for founders and high-earning execs. Let’s dive in!

Filter By Category: Passing Down Family Wealth

Caring for aging parents involves so many details, from medical and financial decisions to legal, long-term care, and end-of-life wishes. Statistics show there’s a clear disconnect between parents and children around these decisions, so it’s important to start talking about this with your parents early. We hope this episode makes it easier and less stressful for you to navigate the process.

There are lot of questions, worry and anxiety surrounding leaving an inheritance. How do I prepare my kids to be good stewards of this wealth? How can I make sure the money doesn’t create entitled kids? Do I tell my kids how much I’m worth? Dr. Richard Orlando, Founder of Legacy Capitals, joins the podcast to share his expertise on how to successfully pass on wealth to the next generation.

Are you looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

Stay up to date!

Subscribe to our “Off the Wall” Blog for articles and videos on all things wealth management, by all members of our Team. Unlike Facebook, we will never share your data with anyone.