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Legacy Family Office, LLC

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Legacy Family Office, LLC

Overview:

As a Registered Investment Adviser (RIA), our firm 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. These solutions are designed to help wealth owning families structure their financial affairs 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. A customized Client Service Plan is thoughtfully constructed annually. The plan implementation is monitored and overseen personally by the Family Office Executive. The services necessary to meet the complex needs of wealth owning families may require the advice and assistance of carefully selected strategic partners (such as attorneys, accountants, asset managers, insurance professionals and financial planners).

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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