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Objective 1:
Understand the needs of wealthy families

Objective 2:
Help wealthy families preserve wealth

Objective 3:
Empower a planning team with resources to go beyond the traditional

Objective 4:
Provide "best of class" quality cost effectively

Objective 5:
Integrate one or more of 200 planning instruments into your plan

Objective 6:
Overcome frustrations expressed by wealthy families

Objective 7:
Achieve benefits not available elsewhere

Objective 8:
Our Purpose Lived Out: Challenges Families Engaged Us to Face with Them



Every family is unique in its needs and desires for wealth management. Many families, however, share several of the following objectives for their family office services.

Objective 1:
Understand the needs of wealthy families

Comprehensive financial management and financial education for family members.
Integration of multiple financial disciplines to ensure optimal outcomes for strategic financial objectives.
Coordination of advisors to achieve a common set of goals.
Customized asset preservation and enhancement strategies for each family member.
Financial oversight of assets designated for future generations.
Risk management of family investment partnerships, directorships and fiduciary responsibilities.
Consolidation of financial record keeping for efficient compliance and reporting.
Support of personal and family philanthropic goals.
Protection of family privacy and confidentiality.
Preservation of family values.

Legacy Resources, LLC is an Illinois Registered Investment Advisor