Personalized Referrals

At Legacy, we take a holistic approach to managing our clients' wealth according to each one's unique circumstances. We understand that many clients require expertise beyond our scope of investment management, so we've formed strategic alliances with other specialized professional service providers that extend our client resources.

We have carefully selected a team of external partners based on their competence, service performance, and geographical proximities to our clients to ensure clients enjoy the same level of service that Legacy provides. Our partners' functional areas include:

• Legal and Tax Advisory
• Estate Planning
• Stock Option Strategies
• Real Estate Advisory
• Business Valuation
• Trustee Services
• Private Banking

For more information on any of these service areas, please contact Legacy directly.