Our Firm

Legacy Family Office LLC provides integrated wealth advisory services to multi-generational high net worth families.

At Legacy Family Office LLC, our philosophy is defined by a stringent set of ethical principles. 

We are committed to the following goals:

  • To deliver exceptional wealth solutions to our clients through high-caliber, well respected professionals.
  • To provide the highest level of care and concern for client families.
  • To increase financial literacy among heirs through fun family education.
  • To empower heirs through mentoring, economic experience and collaboration.

At Legacy Family Office LLC, our goal is to help you not only define your financial goals, but also develop sound and creative strategies for meeting your goals.  For individuals and families, we offer you guidance in any or all of the tiers of the Legacy Planning Pyramid.  The Pyramid is designed so you can begin at any level.  We provide professional service and guidance as you move your way through the tiers based on your priorities, goals and mission.

Legacy Family Office LLC believes in the team concept of financial and legacy planning.  With the support of a network of professionals from a variety of disciplines, we offer unique services to effectively coordinate the sophisticated financial needs of our affluent families.  This network includes the attorneys, accountants, asset managers, insurance professionals, and financial planners that are necessary to protect, grow, and distribute family wealth. This allows all institutions to be seamlessly coordinated and to work together to achieve client goals.  
 
Click here for a list of our Strategic Partners.
 
 

Call us to discuss how your family can leverage the power of our family wealth office.