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Munro Legacy Planners LLC
Munro Legacy Planners is a full-service financial firm committed to helping people pursue their financial goals. They offer a wide range of financial products...
Munro Legacy Planners LLC
Munro Legacy Planners is a full-service financial firm committed to helping people pursue their financial goals. They offer a wide range of financial products and services to individuals and business owners, with a fiduciary approach that puts planning first. They focus on retirement planning, insurance, investing, estates and trusts, and tax planning.
General information
Firm type
Multi Family Office
Principals
Barry V. Munro
President / Financial Advisor
Tara Vigilanti
Client Services
James Cline
Case Development
Sonya McFarland
Executive Assistant
Tony Lavine
Senior Director
Frequently asked questions
What is Munro Legacy Planners LLC?
Munro Legacy Planners LLC is a multi family office tracked on Altss.
What does Altss track for Munro Legacy Planners LLC?
Altss maintains an OSINT-verified profile of Munro Legacy Planners LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Munro Legacy Planners LLC's website?
Munro Legacy Planners LLC's public website is munrolegacyplanners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Munro Legacy Planners LLC?
Munro Legacy Planners LLC is classified by Altss as a Multi Family Office.
How does Altss source intelligence on Munro Legacy Planners LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Munro Legacy Planners LLC's Altss profile last updated?
Munro Legacy Planners LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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