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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



"What Can Be So Hard About Managing Wealth?"



Objective 2:
Help wealthy families preserve wealth

Entrepreneurs who have sold a business, individuals who have inherited substantial wealth, or senior executives who have substantially benefited from their investments and stock options often ask, "What can be so hard about managing wealth?"

As wealth accumulates, so does the number of advisors... attorneys, accountants, investment managers, insurance professionals, trust officers, private bankers... to the point where they may lack coordinated expertise on your behalf.

The capabilities that enabled an individual to accumulate wealth may not be the same capabilities that are required to select, manage, and evaluate advisors who have diverse skills related to income tax, wealth transfer, business succession, retirement, risk management, and investment planning. Moreover, without a coordinated team of advisors and a high level of trust and communication within the family, history has shown that families often lose much of their wealth by the second or third generation.

Consequently, the family office has become one of the most effective means for America's wealthiest families to centralize and optimize the management of their financial affairs, and deploy it for the benefit of the family.

"It requires a great deal of boldness and a great deal of caution to make a fortune, and when you have got it, it requires ten times as much wit to keep it."

Ralph Waldo Emerson:
Power from the Conduct of Life


Legacy Resources, LLC is an Illinois Registered Investment Advisor