Legacy Family Office Employee Directory

Financial ServicesUnited States2-10 Employees

As a Registered Investment Adviser, Legacy Family Office 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. The solutions are designed to help clients structure their financial situation 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 and a customized Client Service Plan is thoughtfully constructed annually. The plan implementation is monitored and overseen personally by the Family Office Executive and may include hand-selected strategic partners such as attorneys, accountants, asset managers, insurance professionals and financial planners, as appropriate.

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