What is a Family Office?

Characteristics and Benefits of a full service family office.

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Are you receiving independent, objective investment advice?

Open architecture investment solutions are free from conflicts of interest.

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Does your family need advanced planning?

Implement strategies to mitigate taxes, enhance wealth and protect assets.

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Who is coordinating your family’s wealth strategy?

Advocate for the family’s best interest.

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Are your heirs prepared for the future?

Develop clarity on roles, right & responsibilities.

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Lifestyle Management

Managing your personal and financial affairs can quickly become complicated. Let Legacy Family Office help simplify your life by administering your day-to-day household operations.

-Bill Paying

-Private Banking

-Evaluate Credit Facilities for structure and pricing

-Issue RFP (Request for Proposal) as needed to ensure optimal terms and structure

-Aircraft/yacht Management

-Personal Property Management

-Travel Planning Assistance

-Management of legal and personal documents in a secure client accessible vault

What is a Family Office?

Are you receiving independent, objective investment advice?

Does your family need advanced planning?

Who is coordinating your family’s wealth strategy?

Are your heirs prepared for the future?

Lifestyle Management