Here are some of the services we provide in this area:
Book keeping (monthly/annual cashflow planning)
Philanthropic & charitable giving strategies
Financial coaching for the next generation
Coordination with other professional advisors
Opinions, values, and goals will vary among family members who also run a business or make important decisions together. Sometimes these families will avoid asking the tough questions for a long time because they don’t want to upset important family relationships.
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.