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
Company Details
- Employees
- 1
- Founded
- -
- Address
- New York City, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wlallc.com
- Keywords
- Providing thought-partnership to families of wealth through personal attention and human spirit.
- HQ
- New York City
Wealth Legacy Advisors Llc Questions
Wealth Legacy Advisors Llc's website is wlallc.com
Wealth Legacy Advisors Llc's LinkedIn profile is https://www.linkedin.com/company/wealth-legacy-advisors-llc
Wealth Legacy Advisors Llc has
1 employees.
View email and phone details for 1
employees at Wealth Legacy Advisors Llc.
Wealth Legacy Advisors Llc's industry is
Financial Services
Wealth Legacy Advisors Llc's top competitors are
Chiefable,
Clarion Events Inc. - North America,
Look Capital,
Wealth Legacy Group, Inc.,
Stop & Shop,
Rootcause.
Wealth Legacy Advisors Llc's categories are Financial Services
Wealth Legacy Advisors Llc's founding year is 2013
