Private Wealth - Scopes of Services

Legacy will meet with each client on a quarterly basis providing a quarterly report and overall fund review. Additionally, Legacy offers each client the following services:

  • Family wealth planning
  • Family wealth education
  • Access to institutional investment platform
  • Asset allocation/diversifying studies
  • Investment/manager search and implementation
  • Education and implementation of Alternative Investment strategies
  • Comprehensive performance monitoring
  • Trust, tax and fee coordination
  • Insurance reviews and strategies
  • Access to lending services through Wells Fago affiliates
  • Tax and legal professional coordination
  • Online access to research, investments and your accounts
  • Estate planning strategies and liquidity management
  • Income tax information; dividends, interest, gains and losses