- September 14, 2023
- Blog, Financial Planning
- By: Jennifer Hodson, CFP®, CEPA®
- Copyright © 2023 Legacy Planning Partners
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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 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.