Our Firm
Legacy Family Office, LLC is a southwest Florida based multi-family office (MFO).
As a
Registered Investment Adviser (RIA), our firm provides sophisticated and
meaningful solutions to help families of exceptional wealth preserve
and grow their financial capital as well as their human, social and
intellectual family capital. These solutions are designed to help wealth owning families
structure their financial affairs and plan for the successful transfer
of wealth to the next generation.
At Legacy Family Office, our approach is defined by a stringent
set of ethical principles and on a culture of SERVICE. Legacy Family
Office client families enjoy a caring, personal relationship with the
Family Office Executive and Founder. In addition, clients have direct
access to the Family Office Coordinator who is the point of contact for
information, requests and guidance.
Each family goes through a comprehensive wealth diagnostic process. A customized Client Service Plan is thoughtfully constructed
annually. The plan implementation is monitored and overseen personally
by the Family Office Executive. The services necessary to meet the complex needs of wealth owning families may require the advice and assistance of carefully selected strategic
partners (such as attorneys, accountants, asset managers, insurance
professionals and financial planners).