The circumstances defining a family’s profile are always unique, but the issues faced often have certain common concerns, requiring similar services.
Below are services offered in our role of assisting with wealth management. While not all areas will necessarily be selected, access to each is available, with the ability to add and delete services as appropriate.
We encourage family members to participate in decisions about strategic services. However, if desired, tactical and administrative services can be delegated to Legacy for implementation.
Strategic Services
- Missions and goals
- Investment policy and strategy
- Asset allocation decisions
- Performance evaluation
- Wealth transfer planning
- Family member education
Tactical Family Services
- Money manager selection
- Portfolio management
- Performance measurement
- Cash management
- Tax planning and compliance
Administrative Services
- Personal financial plans
- Bill paying and bookkeeping
- Property management
- Insurance services
- Reporting and accounting
Art provided from the private collections of Legacy clients.