- September 20, 2022
- Podcast
- By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®
- 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
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, DC, KY, LA, ME, MD, MA, MS, NJ, NM, NY, OH, PA, RI, SC, SD, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.