Legacy Family Office, while well-staffed with experienced advisors and team members, also draws upon the expertise of a network of specially-chosen professionals who assist owners in the continuous growth of their enterprises and professional practices.

Next-generation innovations, leadership education and development, interpersonal differences, shifting roles, changing family structures, expanding business opportunities, retirement security… every business or professional family faces different questions¬†at different times in their business and generation cycles.

Using selected experts only when needed gives our wealthy and business families access to advanced support on a smart budget. The expanded-when-needed team serves both the family and the enterprise by exploring the often-hidden needs of the family and/or the business, especially where the two elements intertwine. Our specialists, with our oversight, then help the family in business develop action plans to move the enterprise forward to the next level.