Company Profile
Legacy Family Office is an independent multi-family office and registered investment adviser headquartered in Naples, Florida. The firm provides comprehensive wealth management services to high-net-worth and ultra-high-net-worth families in Southwest Florida. Each client family undergoes a thorough wealth diagnostic process, after which a customized Client Service Plan is developed annually. Plan implementation is monitored by a dedicated Family Office Executive, supported by hand-selected strategic partners including attorneys, accountants, asset managers, insurance professionals, and financial planners. Legacy Family Office also offers Legacy Wealth Connection, a personal digital wealth management portal that provides a consolidated view of all assets and liabilities, updated daily. The firm's services encompass risk management and insurance coverage review, philanthropic strategy, and the establishment of family giving vehicles such as Family Foundations and Donor Advised Funds.
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