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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



While Legacy Resources offers one of the most comprehensive arrays of services for families of wealth, how we help you use them sets us apart.









Objective 7:
Achieve benefits not available elsewhere

In addition to providing high-level expertise and a comprehensive range of services - Legacy Resources differentiates itself in that it holistically links the planning process with the client's vision and purpose... taking into account a family's aspirations as well as its assets. With Legacy Resources' assistance and guidance, you can:

Control as Much as 95% of Your Wealth - by employing strategies that:

Dramatically reduce estate and gift taxes
Reduce income taxes
Protect assets from creditors
Pass nearly the full value of an estate to heirs

Move From Success To Significance - through a "Purpose-Driven Plan" that addresses moral, emotional and social issues, and aligns financial and legal plans with personal values that may include:

Making charitable gifts instead of paying taxes
Involving family members in benefiting the community

Assemble a Highly Skilled Planning Team - that enables you to:

Engage nationally-respected attorneys through a simple process
Benefit from the depth of experience of advisors who specialize in unique strategies for families of wealth
Work with planners who understand the complexities of Multi-Disciplinary Planning

Integrate Advanced Tools Into a Comprehensive Plan - that allow you to:

Apply creative and powerful ideas not widely available
Optimize both the portfolio and the estate plan to achieve true wealth optimization
Maintain financial and estate information in a format that keeps all of your advisors "on the same page"
Integrate the impact of all proposed strategies on cash flow, income taxes, charitable giving, estate taxes and wealth distribution
Understand the integrated planning effects through attractive and easy-to-follow graphs, tables, and text reports
Easily re-optimize the plan in response to changing goals, asset values, or tax laws


Legacy Resources, LLC is an Illinois Registered Investment Advisor