Legacy Capitals, LLC
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Legacy Capitals, LLC
Category: Investment Services
- Phone
- 609 947-3039
- Email business
- Website
- www.legacycapitals.com
- Address
- 325 West Bridge Street #455, New Hope PA, 18938
Financial Planners
Wealth Management
Family Business
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Legacy Capitals, LLC is an independent boutique company, serving successful individuals such as, executives, entrepreneurs, professional athletes, artists, and entertainers, in addition to families of wealth, work-teams, and organizations who want to increase their overall performance. Our client-focused approach differentiates Legacy Capitals from similar organizations - at Legacy Capitals we help our clients maximize all of their "capitals." With our depth and breadth of experience serving the top .001% wealthiest families in the United States, elite performers, and global corporations - along with our personal experiences - we know success is not about balance. The key is knowing when to invest in and deploy each of our capitals at the right time, in the right situation, and within the context of our values and goals.
- Description
Business profile
Legacy Capitals, LLC is an independent boutique company, serving successful individuals such as, executives, entrepreneurs, professional athletes, artists, and entertainers, in addition to families of wealth, work-teams, and organizations who want to increase their overall performance. Our client-focused approach differentiates Legacy Capitals from similar organizations - at Legacy Capitals we help our clients maximize all of their "capitals." With our depth and breadth of experience serving the top .001% wealthiest families in the United States, elite performers, and global corporations - along with our personal experiences - we know success is not about balance. The key is knowing when to invest in and deploy each of our capitals at the right time, in the right situation, and within the context of our values and goals.
Legacy Capitals, LLC's Keywords
Financial Planners | Wealth Management | Family Business | Succession Planning | Investment Advisers | Financial Adviser | Management And Financial Planning | Private Wealth Management | Wealth Transfer | Full Service Investment Advisory | Family Wealth Management | Family Governance | Family Office Services
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Quick links
Articles
Legacy book2014-06-12
Family Wealth Conferences2014-06-12
One-On-One Coaching & Training2014-06-12
Family Wealth Coaching2014-06-12
Family Meetings2014-06-12