including lawyers and financial managers.

Our team consists of legal strategists and Private Wealth Officers,

HOW WE ARE DIFFERENT?

Yes, we are a strategic investment firm, but we are not solely investments, we are far more than that. Profitable investments are the fruit of creating a complete array of tax elimination, asset protection, legal estate planning and strategic investment ideals.
At Family Wealth Legacy, we help families reduce income taxes through proprietary income tax reducing trusts, and a detailed analysis of retirement issues, charitable gifting issues, liability issues, investment issues and executive compensation issues.
Our perspective is very unique because we don't recommend clients bear unnecessary market risk and tax risks on assets. This allows for unhindered legal and financial planning, and ultimately prevents the tragedy of inaccurate or unpredictable financial forecasting. We strategically combine the power of financial and legal to create financial wealth and the ability to create a legacy. 
 
INCOME TAX REDUCTION AND MORE SPENDABLE INCOME
4,500,000
4,000,000
3,500,000
3,000,000
2,500,000
2,000,000
1,500,000
1,000,000
500,000
$
Cumulative
Income Tax Over 40 Years
(Based on $50,000 in taxes per year)
Cumulative
Spendable Income Over 40 Years
(Based on $50,000 in taxes per year)
BLUE:  Family Wealth Legacy Planning
3,000,000
2,000,000
500,000
GREEN:  Traditional Planning

"At Family Wealth Legacy, we carry a constant commitment to affluent families as they address the multifaceted demands of executing their wealth".

-Ken Winton

President, Family Wealth Legacy

 Family Wealth Legacy offered experience and was an absolutely fantastic opportunity to nail down practical advice, with a very sensitive representative. Our experience was positive, enlightening and exceeded our expectations" 

"

- A Satisfied Client
4,500,000

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