As your family’s wealth becomes more complex, it’s critical your investment management is proactive, disciplined and carefully coordinated.
That’s one reason we’ve made Legacy Wealth Management a “family office,” where we provide comprehensive wealth planning.
These services include:
- Wealth transfer and legacy planning, including charitable giving
- Coordination of tax returns and other efforts – Working side-by-side with your CPA for complete visibility and tax planning on a very proactive basis.
- Legal and estate planning – are your wills and beneficiaries as they should be?
- Insurance / Risk management
- Financial management
- Maximizing income goals
As experienced investment managers, we develop customized, personalized asset allocation strategies and investment portfolios that are compatible with your investment preferences.
By providing this multidisciplinary approach, we’re better able to anticipate your family’s needs and proactively provide customized solutions. We can also evaluate your financial affairs through regulatory, legal, financial, tax and family lenses.
The advantage to you? You can discover and evaluate new opportunities and hidden risks far better than working with experts in different locations.
Contact Legacy Wealth