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Family Legacy Planning
FAMILY LEGACY PLANNING is an SEC-registered investment adviser in Bentonville, AR, registered since 2024. The firm manages $169 million in assets, with $166...
Overview
FAMILY LEGACY PLANNING is an SEC-registered investment adviser in Bentonville, AR, registered since 2024. The firm manages $169 million in assets, with $166 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Does Family Legacy Planning manage investments directly?
Based on public record, Family Legacy Planning does not appear to manage investment portfolios directly. The firm focuses on estate planning, trust administration, and succession governance, coordinating with external investment advisors and asset managers to implement the financial strategies it helps design.
Who are the principals or founders of Family Legacy Planning?
The names of the principals, founders, or leadership at Family Legacy Planning have not been disclosed in public sources. The firm operates without a prominent public-facing team or published biographies. No LinkedIn profile or company website containing executive names has been identified.
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