Bespoke Family Advisors
Legacy
Wealth Management Built for What Matters Most: Your Family's Future.
Who Legacy Is For
- Accumulated significant wealth and want sophisticated, coordinated management
- Face complex planning needs across tax, estate, trust, and investments
- Want an advisor who coordinates directly with your CPA and estate attorney
- Are thinking about legacy, wealth transfer, and the next generation
Services Included
- Comprehensive financial planning & investment management
- Estate planning strategy & coordination
- Trust planning coordination & administration guidance
- Tax planning & CPA coordination
- Family gifting strategy (annual exclusion, 529, trusts)
- Charitable giving & donor-advised fund strategy
- Business owner planning (retirement plans, succession)
- Insurance & risk management review
- Social Security, Medicare & retirement income planning
- Family meeting facilitation
How We Work Together: Three Meetings Per Year
March
Year-Ahead Planning Meeting
Comprehensive financial plan review, updated priorities, and proactive strategy for the year ahead.
July
Mid-Year Check-In
A mid-year review of progress, open planning items, and any changes in your financial situation.
October
Year-End Review
Dedicated focus on tax minimization, charitable strategy, gifting, and year-end deadlines.
Fee-Only Pricing
Legacy is offered on a fee-only basis: an AUM-based investment management fee plus a flat planning fee. No commissions. No product sales. No hidden fees.
Ready for a different kind of wealth management?
The first step is a conversation: candid, no-pressure, and entirely about you.
Fee-Only · Fiduciary · Independent