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Legacy Family Office Overview
Type
Multi Family Office
General Information
Legacy Family Office is a multi-family office headquartered in Bonita Springs. The firm provides comprehensive wealth management and advisory services to affluent families, focusing on investment oversight, estate planning, and family governance. By aligning financial strategies with each family's long-term objectives, Legacy Family Office addresses the complexities of multi-generational wealth—supports clients in preserving capital and navigating evolving financial landscapes.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Bonita Springs, United States
Portfolio & Notable Allocations
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