A business owner who spends every waking moment and puts
everything into running a company understands the value of a
trusted advisor. As an expert in a chosen industy, its easy to
appreciate the value that Legacy provides through specialized
business management strategies.
Legacy creates solutions involving intricate topics, balancing
such issues as business succession planning, concentrated stock
positions, investment management, wealth transfer and estate
planning or family foundations along with the sometimes unique tax
issues that arise for a business owner.
Coupling an in-depth personal knowledge of clients, in-house
expertise, and access to trusted outside resources, Legacy designs
a customized plan to solve the most complex matters. Legacy
incorporates the details of clients' lives, family, and business
into any advice it offers.