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The Legacy Foundation Group

Formed To Meet Very Specific Needs In Today's Unpredictable Economy

What’s your wealth management plan? How do you maximize the value of your assets and protect the capital you’ve worked so hard to create? The Legacy Foundation Group’s simple purpose is to show you how to maximize your assets, now, and for generations to come. Our team of professionals make building and managing your wealth plan painless and profitable. 

Protect your Capital. Turn today’s windfall into tomorrow’s lifestyle fund. Build Generational Wealth and make a lasting difference in the world around you.

Lasting Legacy

Lasting Legacy: How could your family be blessed by what you build now?

Tax Benefits

Maximize assets and reduce unnecessary taxes.

Education

Financial education for you and the next generations.

We Provide A Proven Approach To Solving Many Problems:

Volatility Of The Markets

Liabilities

Looming Tax Increases 

Financial Education 

Probate

Who We Serve

Our Clients are high net worth individuals who want to:

  • Create generational wealth
  • Contribute to society
  • Maximize financial assets
  • Protect portfolios
  • Minimize unnecessary taxes
  • Avoid market downturns

OUR WORK

Establish a Private Family Foundation

The Gold Standard for wealth building and protection:

Control

Flexibility

Tax Minimization

WHAT WE DO

Foundation Management

Our value add to your Foundation

  • Combines Investment, Legal and Accounting Professionals Specializing In Wealth Management
  • Effortless Foundation Management
  • Ongoing education for Foundation members
  • Retreats, seminars, training and other services 

Ready To Get Started?

Let's Build Your Legacy!

 MY LEGACY FOUNDATION 

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