solutions for Family Offices

Legacy Resources Insurance Services is the foremost choice of family offices and advisors seeking life insurance for their clients.

 

We work closely with and serve as advisors to newly formed and mature family offices. We provide comprehensive and innovative solutions for transferring multi-generational wealth and efficiently utilize life insurance as an asset class to enhance the family legacy.

 

We are dedicated to providing the highest levels of confidentiality, integrity, and expertise required by high net-worth individuals and families.

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Legacy Resources Insurance Services is the trusted and respected source to which affluent families and individuals turn for customized and flexible wealth transfer and insurance strategies aligned with their personal and cultural preferences.