Beyond The Balance Sheet with Richard Orlando

On this episode of The Premier Path Podcast, host and Premier Path Wealth Partners CEO Michael Lehman sits down with Dr. Richard Orlando, founder of Legacy Capitals and one of the nation’s leading voices in legacy and multigenerational planning.

For more than twenty-five years, Dr. Orlando has advised high and ultra-high-net-worth families—around both boardroom tables and kitchen tables—helping them align wealth with family values, prepare heirs, and plan across generations. Prior to founding Legacy Capitals, he led Merrill Lynch’s Global Practice Management Consulting Group for fifteen years and served in Merrill’s Family Office. Dr. Orlando has been featured in The New York Times, Bloomberg Business, and The Wall Street Journal online, and is the author of Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions.

In this conversation, Michael and Richard explore what legacy truly means beyond the numbers:
– How families can communicate values, not just transfer assets
– What rising generations need to be prepared for
– How wealth can strengthen—not strain—family relationships
– Why legacy planning is an emotional, financial, and strategic process

Richard’s interdisciplinary background in computer science, business, psychology, counseling, and family systems brings a rare, holistic perspective to the topic.

If you’re thinking about the future of your wealth, business, or family, this episode delivers real-world insights and guidance from one of the most respected experts in the field.

Important disclaimer:
Premier Path Wealth Partners is registered as an investment adviser with the United States Securities and Exchange Commission. SEC registration does not constitute an endorsement of the Firm by the Commission, nor does it indicate that the Firm has attained a particular level of skill or ability. The material discussed in this episode is provided for informational purposes only and should not be taken as tax, legal or investment advice. Any market information is from sources deemed reliable and may be the opinions of investment professionals, but you should consult your financial advisor for further assistance. Past performance of investment, sector, or index is not indicative of future results. Please refer to Premier Path's disclosure documents for further information concerning specific products or services.