Legacy Family Office provides family office, wealth planning, and investment advisory services. They help clients organize their finances and plan for wealth transfer. They primarily recommend using third-party investment advisors to manage client portfolios, monitoring the performance of those advisors. Legacy Family Office also offers discretionary portfolio management services. Their advice is tailored to individual client needs and investment objectives.
Fee Structure
Legacy Family Office primarily recommends third-party investment advisors to manage your investments. They will monitor the performance of these advisors. Legacy Family Office also offers discretionary portfolio management services. The fees for Legacy Family Office are negotiated on a case-by-case basis and generally range between $50,000 and $300,000 per year. In some cases, they may charge higher or lower fees.