Grandparent Legacy Program

Grandparent Legacy Program Contact Grandparent Legacy Program today. We can help you set up a trust that uses its income to pay its own taxes. Working with us is a great way to cut costs.

Our founder, Harvey Berk, brings over 38 years of financial planning experience with the professional designations of certified financial planner and chartered retirement planning counselor. With licenses and certifications to sell many other financial products, he also started the leading financial planning and investment firm Berk Wealth Management. The cost of initiating Grandparent Legacy Prog

ram trusts are included in most programs, as drafted trusts can cost upwards of $2,500 or $3,500 when being drafted by an attorney. For your convenience, we have locations in New York City; Beverly Hills, California; and Boca Raton, Florida. Call or email us to learn how our program can greatly benefit your family.

Secure your grandchildren's financial future with a family trust. Visit www.grandparentlegacyprogram.com to learn how to...
10/18/2018

Secure your grandchildren's financial future with a family trust. Visit www.grandparentlegacyprogram.com to learn how to transfer wealth with our special gifting program.

Are you interested in finding out more about our investment programs? We're here to help preserve your legacy! Call 1-80...
09/27/2018

Are you interested in finding out more about our investment programs? We're here to help preserve your legacy! Call 1-800-514-4414 to get started.

It can be difficult to find the right investment within your budget. Let our staff help you make the right choice. Call ...
09/14/2018

It can be difficult to find the right investment within your budget. Let our staff help you make the right choice. Call (561) 227-9161 to get started.

Want to work with a member of our staff on finding the best investment for your grandchildren? We're ready to get starte...
09/06/2018

Want to work with a member of our staff on finding the best investment for your grandchildren? We're ready to get started! Call (561) 227-9161 now.

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Boca Raton, FL
33432

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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