Wealth Management

Legacy offers a range of  multifamily office-like and wealth management services that are available for our clients and their families.

  • Financial and Retirement Planning, Risk Management, and Education Funding
  • Liquidity Management and Cash Flow Analyses
  • Real Estate portfolio analyses
  • Estate Tax and Charitable Planning
  • Succession Planning
  • Design and Implementation of Customized Asset Allocation Strategies
  • Manager Due Diligence, Selection and Oversight
  • Review and Analysis of Client-Sourced Investment Opportunities
  • Personalized Services
  • Consolidated Portfolio Reporting and Asset Tracking

Through life changes such as a death in the family, divorce, the sale of a closely held business, or an unexpected inheritance, our role is to assist our families proactively manage the impact arising from such events.

Several of the above mentioned services are provided within an advisory team setting. We often work with our clients CPA’s, Attorneys, and other service providers to forge integrated, holistic solutions. We thrive on solving the most complex of problems that our clients face. Our biggest reward is a worry-free client.