Wealth Legacy Advisors Revenue

About Wealth Legacy Advisors

Wealth Legacy Advisors LLC provides high-touch thought-partnership to families of wealth and their trusted advisors in next generation, leadership succession, philanthropy, coaching, and trustee areas. Legacy and Stewardship: • Family meeting facilitation – customized for your family to ensure responsible stewardship • Leadership succession and governance planning • Family's estate planning review – enhance plan in concert with family's legal counsel, with special emphasis on generational wealth transfer • Philanthropic advice – develop a mission and vision statement, use family's philanthropy as a next generation teaching tool, serve as director on foundation boards, and facilitate generational transitioning of family foundations Coaching and Education: • Personal next generation coaching • Customized Next Generation education programs • Customized Women of Wealth/Mothers & Daughters education programs • Multi-family office team member training to work with families of wealth in specialized areas of next generation education, women's programming, fiduciary risk, estate planning, stewardship, succession, and philanthropy Fiduciary: • Member of family advisory councils • Independent trustee of family trusts • Advice to trustees of family trusts on issues of fiduciary responsibility and risk, and on exercising discretion over distributions to beneficiaries

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