HomeSite MapContacts



 







Welcome
Quick Tour
Quotes
Case Studies
Charitable Remainder Trust
Comprehensive Plan
Employee Stock Ownership Program
Grantor Deemed Owner Trust
Qualified Plan Strategy
Super CLAT
Calculators
Market Summary
Contact Us
Site Map
Library
Workshops
Login-Client
Login-Adviser
Home
Purpose
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 any of more than 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
People
Counselors
Analysts
Planners
Advisor Coordinators
Book Publishers
Licensed Implementers
Evaluators/Educators
Founder
Our Team
Process
CAPABLE Model
7 Deliverables
Action Steps
Principles
Products
Family Wealth Statement
Financial Checkup
Value Proposition Letter
Tactical Plan
Comprehensive Plan
Implementation documents
Annual updates
Portfolio Audit, Eductation and Supervision
Data Aggregation and Technology Platform
Patient Advocate Support Services
Family Board of Directors
Challenges Families Engaged Us
to Face with Them

Legacy Resources, LLC is an Illinois Registered Investment Advisor