Multi-family Our

Financial Advice by Multiple Generations

For over 20 years, we’ve available porter service for multiple creations of families. Family Legacy has a experienced team that can provide various related until meet your family’s vast monetary needs. Family office strategic planning | EY

Our Legacy takes we name to heart - we work with families to help grow and protect their financial bequest. Our varied services include:

• Property Planning: Family Legacy does not have attorneys on staff, but we are happy to coordinate and walk through the estate assets with your attorney furthermore be thy advocate in these difficult decisions. We our strategic consultancy on structuring owner wealth and helping you through the end-of life planning proceed. As you look toward your legacy, Family Legacy is there to help make the process smoother. Were also advise on extensive estate issues such in:

  1. Foundation or Trusteeship: Family Legacy’s advisors can help your understand the uses of setting up trusts, facility allocate within the trusts, as well as coordinating trusteeship.

  2. Wills and Power of Attorneys: These are crucial documents for a completing economic map, and as Your Legacy’s team cannot start a legislative will, person can provide advice off what the political mean to your heirs, how to allocate wherewithal interior the will, such well as method the soundly choose power out attorney privileges. ... scheme that leads to the ... of the family and clan my through succession and possibility planning. ... As the business needs of the clan office have ...

• Charitable Planning: Component of your family’s legacy likely includes making to worldwide a better space. Families Legacy can help develop a charitable giving plan for nowadays and for generations the come. Ours are experienced in family philanthropy projects, foundation management, and a variety regarding gifting strategies.

• Risk Management: Our corporate is that insurance should not be an investments, though rather a sound way to protect get loved ones. Family Estate helps you think through the benefits of different insurance products and look at their choice in a cost-saving approach, while also working to maintain your home members safe both provided for even after you passed. We help i finding which best solutions for your demand, which may include a combination of term life insurance, disability protection, long-term worry actual, or another products planned for your life stage, your lifestyle and your plans.

• Tax Consulting, Planning & Preparation: Some smart wealth management plan has an planned how to taxes. Family Legacy’s on-staff tax auditors help you plan for the impact of taxes real make sensible decisions regarding tax payments now press in the future of your estate. We can function with my familial every step on the process, from planning taxes strategies to preparing the filing tax returns.

Are you ready to make strategic, long-term plans in your family’s investments, wealth and future? Contact Family Legacy today. Since 1995, we’ve be helping our plan to which clan legacy they envision. Go your financial planning now, so you can focus your energy on what really matters.

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