Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? -Legacy planning is often boring, ineffective as well as too conventional. That’s why the ‘Rising Generation’ change advisors and why fissures can run deep in families, never receiving the guidance and coaching needed for healing. Most advisors adhere to a ‘paper road map’ because they aren’t sure yet how to lead their clients, as well as themselves, through a ‘Spiritual GPS’ process. From “creating win’s together” to learning the “essential skills” in how we can play together around common goals, the structure and principles matters. So how can you live a meaningful life and legacy starting today? In this episode, Angelina Carleton speaks with Richard Orlando, PhD to break down how both the ‘Leading Generation’ and the ‘Next Gen’ can operate – in looking after not just the assets, but what drives each family member in the room. You’ll learn how to design your legacy in practical ways, as virtues are caught vs. taught, as well as the hidden keys to artfully bring a shared legacy together. Listen in to discover the qualitative questions to ask yourself and how you can start to have your plan in place for you and your family’s legacy vision. -About Richard Orlando, Ph.D., Founder & Legacy Consultant of Legacy Capitals: For the past twenty-five years, Dr. Orlando has sat at boardroom tables and kitchen tables alike, advising high and ultra-high net worth client-families—many at the helm of a family enterprise—as well as training thousands of advisors to build upon financial advising to include the qualitative, multigenerational planning needs of their client-families.Prior to founding Legacy Capitals, Dr. Orlando led Merrill Lynch’s Global Practice Management Consulting Group for fifteen years and served in Merrill’s Family Office. He has been referenced in numerous publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online, among others.His interdisciplinary background includes computer science, business, and psychology. After earning a Bachelor of Science in computer science and business from St. John’s University, he pursued a career on Wall Street, earning his Series 7 and 63 licenses. Returning to school, he received a master’s degree in counseling/theology from Trinity International University, then a doctorate in family systems from Seton Hall University with a dissertation on wealth management family teams.Dr. Orlando is an approved instructor for IMCA’s Certified Private Wealth Advisor Certification Program, holds a certificate in family wealth advising from the Family Firm Institute, and is certified as a professional coach from the International Coach Federation’s accredited program.Additionally, he is the author of Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions and Love Your Clients: The Tale of the Whole Family Advisor®. Dr. Orlando sits on the board of directors for Urban Hope in Staten Island. -At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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