DAY ONE: IT ALL STARTS WITH YOU.

From the moment your family joins Legacy Bridge, we will assemble a team around you and seek to understand you — your needs, your challenges and aspirations. We will meet with your family and trusted advisors to listen, share in-depth strategic conversations and plan for your investment goals and family office service requirements. We will give you both time and freedom so that you can “Live Your Life Worth.”

1-4 Months

FAMILY INSIGHTS

  • Define Your Vision, Values and Legacy
  • Identify and Prioritize Goals
  • Introduce Purposeful Investing
  • Open Accounts and Transfer Securities
  • Initiate MoneyGuide
  • Implement Bill Pay
  • Begin Monthly Family Meetings

4-8 Months

IMPLEMENTATION

  • Review Tax Planning
  • Insurance Review
  • Assess Lifestyle Needs
  • Address Cash Flow
  • Initiate Philanthropic Planning
  • Review Legal & Estate Documents
  • Archive in Secure e-Vault
  • Customize Financial Reporting
  • Quarterly Meeting
  • Review Family Admin Needs
  • Deliver Investing Insights

8-12 Months

ONGOING FULFILLMENT

  • Review Goals & Life Changes
  • Review Annual Tax Planning
  • Education for Future Generations
  • Client Satisfaction Survey
  • Quarterly Meeting
  • Review Family Admin Needs
  • Deliver Investing Insights