Company profile
Legacy Family Office
- Industry
- Financial Services
- Employees
- 2
- Headquarters
- Estero, Florida
- LinkedIn followers
- 181
- Office locations
- 1
Legacy Family Office company summary
Legacy Family Office is a company in the Financial Services industry, headquartered in Estero, Florida. On LinkedIn the company has around 2 employees and 181 followers. Its listed specialties include Family Continuity, Planning & Trustee Oversight, Tax & Financial Planning, Investment Advisory, Lifestyle Management.
What technology does Legacy Family Office use?
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About Legacy Family Office
As a Registered Investment Adviser, Legacy Family Office provides sophisticated and meaningful solutions to help families of exceptional wealth preserve and grow their financial capital as well as their human, social and intellectual family capital. The solutions are designed to help clients structure their financial situation and plan for the successful transfer of wealth to the next generation. At Legacy Family Office, our approach is defined by a stringent set of ethical principles and on a culture of service. Legacy Family Office client families enjoy a caring, personal relationship with the Family Office Executive and Founder. In addition, clients have direct access to the Family Office Coordinator who is the point of contact for information, requests and guidance. Each family goes through a comprehensive wealth diagnostic process and a customized Client Service Plan is thoughtfully constructed annually. The plan implementation is monitored and overseen personally by the Family Office Executive and may include hand-selected strategic partners such as attorneys, accountants, asset managers, insurance professionals and financial planners, as appropriate. -------------------------------------------------------------------------------------------------------------- Please see our social media guidelines and important disclosures here: http://www.legacyfamilyoffice.com/important-disclosures-social-media-guidelines/
Specialties
Where is Legacy Family Office located?
Legacy Family Office lists 1 location.
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Legacy Family Office legacyfamilyoffice.com | Financial Services | 2 | - | Estero, Florida |
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Frequently asked questions about Legacy Family Office
What does Legacy Family Office do?
As a Registered Investment Adviser, Legacy Family Office provides sophisticated and meaningful solutions to help families of exceptional wealth preserve and grow their financial capital as well as their human, social and intellectual family capital. The solutions are designed to help clients structure their financial situation and plan for the successful transfer of wealth to the next generation. At Legacy Family Office, our approach is defined by a stringent set of ethical principles and on a culture of service. Legacy Family Office client families enjoy a caring, personal relationship with the Family Office Executive and Founder. In addition, clients have direct access to the Family Office Coordinator who is the point of contact for information, requests and guidance. Each family goes through a comprehensive wealth diagnostic process and a customized Client Service Plan is thoughtfully constructed annually. The plan implementation is monitored and overseen personally by the Family Office Executive and may include hand-selected strategic partners such as attorneys, accountants, asset managers, insurance professionals and financial planners, as appropriate. -------------------------------------------------------------------------------------------------------------- Please see our social media guidelines and important disclosures here: http://www.legacyfamilyoffice.com/important-disclosures-social-media-guidelines/
How many employees does Legacy Family Office have?
Legacy Family Office has around 2 employees on LinkedIn.
Where is Legacy Family Office headquartered?
Legacy Family Office is headquartered in Estero, Florida.
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