The Value of Charitable Giving
Our clients look to us for more than just taking care of their family and their retirement – they are looking for ways to impact […]
Continue ReadingOur clients look to us for more than just taking care of their family and their retirement – they are looking for ways to impact […]
Continue ReadingIn the world of investing, time is your friend When you think of how time helps you achieve investment objectives, the first thing that comes […]
Continue ReadingThe right time to begin planning for selling or transitioning the business you created to the next generation – or the next owner – is […]
Continue ReadingAs we all know, life never ceases to present new challenges. At Legacy Family Office, we walk those paths with our clients, assisting them every […]
Continue ReadingFamilies – especially families in business and families of wealth – can be complex. Many time, potential clients we work with don’t even realize the […]
Continue ReadingYou’ve met many investment advisors over the years. Some have been good, others perhaps not so much. What makes Legacy Family Office different is that […]
Continue ReadingEvery family we work with has big goals and dreams – things they would like to accomplish that will impact the lives they’re living now, […]
Continue ReadingIt’s been our experience when dealing with aging clients as well as their estates, that there are a number of very important tools to have […]
Continue ReadingAs a Family Office, we don’t just work with the business – we spend significant time with the family itself. From the complexities of ownership within […]
Continue ReadingDuring your working years, many types of insurance are usually considered to be necessary. For example, life insurance protects your family’s financial security and disability […]
Continue ReadingThe wealth of a family is about more than just investments – it involves many aspects of your life. We focus on educating, facilitating, and […]
Continue ReadingIt’s the Year of the Tiger – what are you hoping to accomplish in 2022? The partners at Legacy Family Office have already begun holding […]
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