Resources - Implementation

  • Legacy will provide a step-by-step timeline and plan of action.
  • Legacy will assist our clients with letters of instruction for managers and custodians.
  • Legacy will help negotiate management fees and custody fees.
  • Legacy will ensure managers have all the information necessary, including the IPs, to implement their mandates.
  • Legacy will reconcile with the custodian to ensure our client’s instructions are implemented in a timely fashion.