Integrated Tax & Financial Planning

Financial planning is the process of establishing personal and financial goals and creating a way to reach them. The ongoing process involves developing a plan and systematically implementing the plan in order to achieve your goals. The plan must be monitored and reviewed periodically so adjustments can be made, if necessary.
Legacy Family Office LLC will provide:

-Coordination of all professional external advisors (attorneys, accountants, private bankers, real estate professionals)

-Tax Plan strategy and return review

-Gift Tax Monitoring

-Advanced Financial Planning

-Family Business Succession Planning

-Family business advisory

-Family business leadership development

-Family business board development/establishment

-Tax Compliance Monitoring

-Cash Flow Analysis, Management and Forecasting

-Net Worth Analysis

-Retirement Planning

-Liquidation Strategies

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 


Register    What Is a MFO?