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Is Your Practice Prepared For The “Great Wealth Transfer?”

A Powerful Legacy Planning System For The Trusted Advisor

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Creating A Legacy Involves More Than Just Transferring Wealth

Legacy Advisor Strategies provides consulting services and legacy planning solutions aimed at helping financial institutions, trusted wealth advisors, and financial professionals to get in front of the largest intergenerational wealth transfer in history; and begin to utilize a powerful multigenerational legacy planning methodology to create a highly impactful and unparalleled client experience.


Guided Content

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Client Resource Portal

Grant clients free portal access to Legacy resources as a value-added extension of your services.

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Advisor Tools

Transform your practice, deepen client relationships, and attract new clients by utilizing Legacy.

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FamilyValuesLegacy.com

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