Our Services
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Legacy Family Office strives to add peace of mind to your life through the implementation of personally-tailored solutions to preserve and grow your financial capital as well as your social and intellectual family capital. We attempt to accomplish this objective by connecting and overseeing a network of professionals with you and your needs at the core.
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Legacy Family Office delivers the guidance and services of a full-featured family office through:
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Family Continuity
Focus on continuity of the family across generations and branches
On-going education about responsibilities of wealth ownership
Estate Planning & Trustee Oversight
Advanced estate plan structure and review
Trust administration oversight and monitoring
Comprehensive assessment of financial goals
Consolidated reporting for better decision making
Unbiased, objective investment advice
Access to sophisticated investment solutions
Lifestyle Management
Concierge bill payment
Management of legal and personal documents
Continuous review of coverage and mitigation of risk
Assessment of affordability
Administrative and fiduciary education for the family
Discovery and implementation of multi-generational objectives