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You've already paid
your dues, isn't it time
to put your wealth
to better use?

 

Managing Your Legacy's Greatest Asset

While the goal of your foundation is to positively affect the lives of those it supports, to be able to do this successfully your foundation's primary concern must be principal protection and income maximization.

Legacy Financial Management provides existent and new legacies with well-established financial institutions, utilizing top-tier mutual fund families and incorporating major research talent to determine the best sectors to invest in. This strategy enables you to take advantage of current market efficiencies and transparencies to maximize return and liquidity while minimize risk.

Questions?


OUR SERVICES:

  • Managing the funds of your foundation to maximize return and diversification

  • Complete management of your foundation's funds

  • Total grant administration


 
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