A complete list of active advisors currently associated with Legacy Family Office, LLC

Warmer can help you find a great advisor at Legacy Family Office, LLC or one who fits your needs even better.

Legacy Family Office provides comprehensive family office and wealth planning services to high‑net‑worth individuals and other entities, including trusts, estates, pension and profit‑sharing plans, charitable organizations, and corporations. Its offerings include estate planning and trustee oversight, integrated tax and financial planning, family continuity and heir education, philanthropy support, bill‑paying and lifestyle management, and both discretionary and non‑discretionary portfolio management. The firm customizes investment advice to each client’s objectives and frequently recommends third‑party investment advisers (TPAs) to manage all or part of client portfolios, monitoring those advisers and retaining authority to hire, fire, or reallocate among them as deemed appropriate. Rather than relying on a percentage‑of‑assets fee model common among peers, the firm generally negotiates fixed or retainer fee arrangements and coordinates execution through qualified custodians selected with client input. Distinctive aspects include the firm’s provision of lecture and educational services and a pronounced emphasis on family continuity and heir education, services reported by relatively few comparable advisers. The firm’s principal is licensed to sell insurance and may receive commission‑based compensation, and the routine use of recommended TPAs are practices that create potential conflicts of interest clients should review.

To learn more about the advisors currently working at Legacy Family Office, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.