Legacy Family Planning

As your family’s wealth becomes more complex, it’s critical your investment management is proactive, disciplined and carefully coordinated.

That’s one reason we’ve made Legacy Wealth Management a “family office,” where we provide comprehensive wealth planning.

These services include:

  • Wealth transfer and legacy planning, including charitable giving
  • Coordination of tax returns and other efforts – Working side-by-side with your CPA for complete visibility and tax planning on a very proactive basis.
  • Legal and estate planning – are your wills and beneficiaries as they should be?
  • Insurance / Risk management
  • Financial management
  • Maximizing income goals

As experienced investment managers, we develop customized, personalized asset allocation strategies and investment portfolios that are compatible with your investment preferences.

By providing this multidisciplinary approach, we’re better able to anticipate your family’s needs and proactively provide customized solutions. We can also evaluate your financial affairs through regulatory, legal, financial, tax and family lenses.

The advantage to you? You can discover and evaluate new opportunities and hidden risks far better than working with experts in different locations.

Frequently Asked Questions

What types of clients does legacy wealth management work with?

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Is there a minimum account size for asset management?

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What is legacy wealth management's investment philosophy?

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How is legacy wealth management compensated for their services?

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I still have more questions...

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My interactions with both Acen and Brian have been incredibly helpful and insightful. Having all of my resources with one firm is so much easier to manage then being with multiple sources. I also love that because all my services are together I know that my entire portfolio is working cohesively and to my financial benefit.

Emily

5-Star Google Review

We are nothing short of amazed and grateful- from the staff, to the prompt replies, as well as thorough communication. But most of all the huge success in our personal lives and business. Without your services, we would not be anywhere near where we want to be with our life goals. 5 stars and my highest accolades and recommendation for Legacy Wealth Team! We truly appreciate you.
Tina

5-Star Google Review

The team at Legacy Wealth Management put a lot of care and attention into their clients. The amount of due diligence they perform on investment opportunities prior to approving them on their platform is second to none. I have always enjoyed working with the advisors and staff as well as their clients directly.
Pisoot Senethavilay

5-Star Google Review

Questions?

Call:

208-955-0500

Email:

legacy@legacywealthmg.com

Visit Us:

13965 W Chinden Blvd #100

Boise, ID 83713

 

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