Our Services
At Legacy Family Office, we provide a suite of financial, investment, and strategic services designed to help you manage, grow, and protect your wealth. Our goal is to simplify complex financial decisions, offer valuable insights, and give you peace of mind
Wealth Management
Wealth Management services designed to streamline your finances, from day-to-day bookkeeping to high-level financial reporting and compliance. We manage the details so you can focus on what matters most.
Key Services:
Bookkeeping and Financial Reporting: Accurate, timely financial reports to give you a clear picture of your wealth.
Asset Tracking and Expense Management: Monitor your assets and track expenses with ease, ensuring every dollar is accounted for.
Tax Coordination: Seamlessly coordinate with your tax advisors to optimize your tax strategy and reduce liability.
Government Compliance: Maintain compliance with government regulations, including property insurance, vehicle registrations, business filings and more.
Alternative Investment Solutions
Our Alternative Investment Solutions team connects you with unique opportunities across a variety of investment vehicles. We provide insights to keep you informed and aligned with your investment goals.
Key Services:
Investment Sourcing: Access carefully curated investments, including syndications, 1031 exchanges, alternative investment funds, and private equity opportunities.
Performance Tracking and Reporting: Produce regular reports on investment performance, including analysis and insights for informed decision-making.
Risk Assessment: Evaluate potential risks with our quarterly reports and proactive risk management approach.
Brokered Investment Access: Work with pre-vetted brokers to access investments tailored to your needs.
Strategic Business Planning
Strategic Business Planning services support clients in key decision-making areas. From growing a business to planning an exit, we provide the expertise you need to make the best decisions for your future.
Key Services:
Deal Structuring: Expert guidance on structuring partnerships, joint ventures, and mergers to align with your business and financial goals.
Business Organization Advisory: Advice on choosing the right legal structure, entity organization, and debt structure.
Buy/Sell Agreements and M&A Support: Consulting for buy/sell agreements, mergers, and acquisitions to ensure smooth transitions and informed choices.
Custom Business Consulting: Tailored advice for optimizing growth, improving operational efficiency, and planning for succession.
