Legacy Family Office

Legacy Family Office is a multi-family office based in Estero, Florida. Established in 2006, the firm provides solutions to help families to preserve wealth and grow their financial capital as well as their human, social and intellectual family capital. The solutions are designed to help clients structure their financial situation and plan for the transfer of wealth to the next generation. They also provide integrated tax & financial planning, investment advisory, lifestyle management, risk management and family philanthropy. The assets of the firm are managed by the executive management team.