- August 13, 2024
- Family Office Services, Podcast
- By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®
- Copyright © 2024 Legacy Planning Partners
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You are proud of the successful business you’ve built and it’s time to look toward what’s next. Let us help you.
Our seasoned planning specialists help owners of privately held and family-owned companies navigate the ever-changing landscape of business today. We understand the challenges owners face, and are prepared to guide them through the next phase of their business and personal planning.
We are well versed in strategic tax planning, wealth creation and asset placement. We help owners and their advisory teams develop and model outcomes and identify the most favorable path for you, your business partners, and your family.
Gather data & set goals
Educate & develop strategy
Take action
The output from each partnership typically includes:
We welcome collaborations with other advisors, from legal and accounting to insurance and brokerage services. Our goal is to remain committed to helping business owners achieve best-in-class business results.
Modeling to discover financial gaps in a business – wealth, profit, value, and estate liquidity.
The critical stage of business continuity and transition planning.
Monetizing and transitioning a business.
Defining a roadmap that coordinates your financial, estate and philanthropic plans.
You’re responsible for the stewardship of your company. We work to understand your strategy and guide you towards the next steps of your long-term plan.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022.
22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance.
Your experience may vary. Click here for more award information.
2023 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2022.
Advisors were ranked by local assets under management/advisement as of 2/2022. An unknown number of Advisors were invited to submit their assets under management or assets under
advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s
future performance. Your experience may vary. Click here for the most recent award information.