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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

Annual Updates

After implementing your plan, your portfolio may grow, your goals may change, or you may add new family members or business partners. To help you respond to new opportunities and challenges, we recommend quarterly or annual evaluations of your plan.

During our reviews, we will suggest new ideas to help you effectively reduce taxes, increase transfers to heirs, enhance retirement income potential, maximize control over charitable giving, or achieve other important personal goals.

We are also available to help educate you, your advisors, your children, or members of your family foundation board about any recommended action.

Legacy Resources, LLC is an Illinois Registered Investment Advisor