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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



Speaking directly to the planning concerns of wealthy families.






Objective 6:
Overcome frustrations expressed by wealthy families

Having served dozens of families with significant wealth, Legacy Resources has encountered numerous concerns and issues among families relating to the planning process. These factors have been part of the impetus behind the philosophy and methodology that differentiate us from other wealth planning resources. As you evaluate your existing plan and team of advisors, consider the following issues encountered by others:

Many wealthy individuals express frustration over the conflicting recommendations received from their team of advisors, including the CPA, lawyer, insurance agent, stockbroker, private banker and charitable planner. A frequently asked question is, "How do I unite my planning team around a plan focused on my purpose and objectives?"
Some say the planning process is painfully long, sometimes dragging on for months or even years without finalization.
Others complain about receiving planning recommendations and products that seem too expensive, too risky, too complex, or are otherwise inconsistent with their objectives and the issues that concern them the most.
Many are confused after reviewing a thick planning document that fails to summarize or translate projected planning results into clear concise balance sheets and income statements.
Others wonder about the effectiveness of planning because they are not given the means to track the impact of their advisors' recommendations.

Legacy Resources, LLC is an Illinois Registered Investment Advisor