We protect and coordinate everything across generations—from estates and trusts to family governance and lifestyle consolidation. One trusted advisor, unified strategy, enduring legacy.
Speak With Our TeamThe Architecture of Enduring Families
Comprehensive management spanning probate, trust administration, asset distribution, tax optimization, and multi-jurisdictional estate planning. We coordinate with your legal and financial advisors to ensure seamless execution of your documented wishes.
Structured frameworks for family decision-making, shareholder alignment, succession planning, and conflict resolution. Regular facilitated meetings ensure every generation understands their role and the family's vision for continuity.
One unified operations team managing all properties, staff, vendors, and household services across locations. A single point of contact, consistent standards, and coordinated excellence whether your family is in Aspen or Palm Beach.
The Scale of Family Complexity Made Simple
Your family owns homes in Aspen, Palm Beach, London, and Nantucket. Four sets of staff, four property managers, four sets of vendor relationships—none of them talking to each other. Legacy consolidates everything under one operations team. One point of contact. One standard of excellence.
Your 28-year-old son just inherited $40M and has no idea what to do. Legacy creates a structured 18-month education program: meetings with your family's advisors, shadowing at the family office, a personal financial literacy curriculum, and a $100K "practice portfolio" he manages with guidance.
Your ex-wife, your current wife, three children from two marriages, and your aging parents all depend on you. Legacy creates a governance framework that ensures everyone is cared for—equitably, privately, and without family conflict.
You realize your estate plan hasn't been updated in 12 years, your insurance is scattered across 6 brokers, and nobody knows where all the accounts are. Legacy conducts a complete audit, consolidates advisors, creates a master family balance sheet, and establishes quarterly review protocols.
Trusted Across Generations and Jurisdictions
What Comprehensive Family Stewardship Requires
A single, continuously updated view of every asset, liability, insurance policy, trust, entity, and advisor across your entire family. Cloud-based, secure, and accessible only to authorized family members—eliminating confusion and ensuring nothing falls through cracks.
Household staff across all properties—nannies, chefs, drivers, security, property managers. We handle hiring, background checks, payroll and benefits administration, performance reviews, and succession planning. Consistency, compliance, and dignity across every role.
Age-appropriate financial education from childhood through inheritance. Real-world simulations, mentorship pairing with experienced advisors, board observer seats at family-owned businesses, and apprenticeships. When inheritance occurs, the next generation is prepared, not paralyzed.
What happens if you can't make decisions—incapacity, illness, sudden death? Legacy maintains a living playbook: power of attorney activation, medical directive coordination, business continuity plans, and family communication cascades. Your family knows exactly what to do.
Quarterly gatherings with professional facilitation: financial reviews, succession discussions, philanthropic planning, and conflict resolution. Structured to strengthen bonds, not strain them. An objective third party ensures every voice is heard and decisions are documented.
Passwords, crypto wallets, social media accounts, cloud storage, intellectual property, and digital assets. Documented, secured in encrypted vaults, and accessible to the right people at the right time—ensuring your digital legacy is protected and properly transferred.
"When my father passed unexpectedly, Legacy handled everything—from the memorial arrangements to coordinating with three sets of attorneys across two countries. They kept the family together while managing every detail we couldn't face."
Edgartown