Legacy Family Office is a registered investment advisor based in Bonita Springs, Florida, that offers comprehensive wealth management, family office, and portfolio management services. The firm helps clients organize their financial lives, plan for tax-advantaged wealth transfer, and manage investments. Services include family continuity and heir education, estate planning and trustee oversight, integrated tax and financial planning, lifestyle management, family philanthropy, risk management, bill paying, and divorce coordination. Legacy Family Office offers both discretionary and non-discretionary portfolio management, frequently recommending third-party investment advisers to manage all or part of a client's portfolio while continuously monitoring performance. The firm primarily serves high-net-worth individuals, families, trusts, estates, charitable organizations, and business entities.
Fee Structure
Legacy Family Office negotiates investment management fees on a case-by-case basis depending on factors such as portfolio complexity, financial situation, net worth, and required planning. Fees generally range between $50,000 and $300,000 per year, and are billed monthly or quarterly in advance.