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Family Wealth Statement
Financial Checkup
Value Proposition Letter
Tactical Plan
Comprehensive Plan
Patient Advocate Support Services
Family Board of Directors
Challenges Families Engaged Us to Face with Them


During Phase 3, Legacy Resources oversees the implementation of your plan and coordinates with your attorney, CPA and other licensed professionals the drafting and execution of the appropriate documents.

This critical central coordination ensures that all aspects of your plan are completed within required time frames and that each tool is integrated with the objectives specified in the plan. By using a centralized approach, all advisors are able to "work off the same page" efficiently and effectively.

Legacy Resources, LLC is an Illinois Registered Investment Advisor