Legacy Global Financial Group, Inc. is a multi-family financial office to meet your financial needs beyond the basic necessities.
Legacy Global Financial Group, Inc. is a multi-family financial office offering a wide variety of financial services, including financial planning, administrative tasks, tax services, charitable giving, wealth transfer, and international services. We also offer financial education to our clientele through our Strategic Business Planning Workshops and conferences. We have expertise in foreign trust, corporation, LLC and bank account reporting and compliance with the U.S. Treasury. With the help of our financial partners, we provide tax-efficient planning and international asset protection strategies. At all stages of your financial planning, we will coordinate with your legal counsel to ensure a coordinated wealth transfer process. We are here to give you expert personal advice and counsel the stewardship of your wealth.
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