Welcome to Legacy Resources
Since 1996, Legacy Resources has been assisting estate owners in charting their course to the future. All of our clients have advisors when we meet them. We are hired because we address issues and opportunities others do not. Having served over 100 families across the country and offshore, we bring a level of experience which is uncommon.
How we Help
Each of us is unique and blessed or perhaps, burdened with a past. Some of our clients simply want to build on the firm foundation that is already there. Others may need to start a new conversation in the family. We exist to maximize the meaning and impact of Family Wealth in ways practical, educational, peer-driven, and social. Investing in the Next Generation can be taken to a high art. We invite you to learn more about the best practices in this regard. Some of our clients are focused on effecting change in the world. It has become their reason for rising in the morning. We meet you where you are and help you chart a course to the destination and for the purposes that matter most to you.