Business Owners

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.