- January 28, 2025
- Management, Press Release
- By: Legacy Planning
Services › Family Office Services
We go beyond money management. For our most complicated clients, Family Office Services serves to better organize, simplify, and streamline the oversight of their affairs. Through proactive engagement of our clients’ other key advisors (legal, tax, and insurance), Family Office Services helps build a cohesive and collaborative team that ultimately serves to save the client time, money, and an increased ability to reach goals more efficiently.
Consolidated Report Review
eLegacy App
Web-Based Team Filing Cabinet
Cash Management
Investments/Retirement
Benefits/Estate
Long Term Modeling
Cash Flow
Assets
Analysis
Answers
Estate Tax Management
Charitable Planning
Investments
Tax Efficient
Cost Conscious
Business Holdings
Succession
Qualified Retirement Plan
Estate Plans
Strategy Modeling
Strategic Analysis
Client Meeting
Status Reports
Family Communication
Child Meetings
Education
Empowerment Advisor
Team Meetings
Income/Estate Tax Management
Coordination
Securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.
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 BrokerCheck 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.