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Our Services

We Do More

Going beyond what’s expected, we do more to ensure that your next steps, build on your success.

More: Long term, long view relationships, Predictive and Strategic modeling, Guidance for business owners, Back office support and safet, Education and Training & Kitchen Table Time.

Family Office Services

Our team, is your team… helping you manage your global affairs so you can spend more time on the relationships that matter most.

Business Transition Planning

Take your next steps, down the path that does more for you and your business.

Employer Retirement Plan Consulting

Experts at creating a culture with more benefits for all.

Financial Planning

It’s more than money management, it’s an action plan to help you meet your goals.

More About Legacy Planning Partners

We’re dedicated to the business of family. It’s never just about “assets under management”, because today’s family deserves the widest possible strategic arc of planning.

eLegacy

View your wealth management website

Investor 360

View your Commonwealth accounts

SEI