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Legacy Planning Associates™

About Legacy Planning Associates

Legacy Planning Associates is a partnership of highly experienced and talented professionals who share a passion for putting family before fortune.

We help our clients build, protect and preserve their fortune with the same boldness and caution it took the elders to build it.

We help families:

  • Build a shared family vision of wealth
  • Communicate about and enjoy their wealth
  • Practice meaningful family philanthropy
  • Transfer their wealth to future generations