Family Office
The Legacy Family Office team specializes in leading family meetings, where we assist in educating, advising, and facilitating discussion around the tough questions. This enables our clients to navigate the complexities of their enterprise’s multi-generational financial affairs.
Enterprise Oversight
You are the expert in your business, but between juggling family, staff, and your other professional advisors, sometimes it feels like there is no time left for the bigger picture. Our team is able to partner with your and your other professionals to ensure all of these elements, as well as the important conversations around the business, take place, so you can focus on the things that really matter to you.
Wealth Management
Success at creating a solid and secure portfolio for you, your family, and your enterprise will liberate you from worrying about circumstances that will prevent you or your business from earning your necessary annual revenue. It will also help you establish a healthy post-business income stream for that future day when you decide it’s time to explore other adventures.
Wealth Transfer
Our advisor team and expert professional network have extensive experience guiding our family enterprise clients through these and many other changes. We take great pride in seeing our families and their businesses, practices, and wealth portfolios thrive through the decades.