Legacy Family Office Llc

(239) 992-9979

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Secondary Number: (239) 949-1981

www.legacyfamilyoffice.com

Legacy Family Office LLC is a multi-family office based in Southwest Florida, providing investment advisory services to families of exceptional wealth. As a registered investment adviser, the firm specializes in preserving and growing financial capital, as well as human, social, and intellectual family capital. They offer a comprehensive wealth diagnostic process and create customized client service plans, which include working with strategic partners such as attorneys, accountants, asset managers, insurance professionals, and financial planners. Legacy Family Office takes pride in its stringent ethical principles and a culture of service, offering personal relationships and direct access to their team. Services provided by the firm include family governance, estate planning and trustee oversight, integrated tax and financial planning, investment advisory, lifestyle management, risk management, and family philanthropy. They strive to simplify their clients' lives and ensure their financial security through proactive and creative solutions.