Legacy Family Office

Legacy Family Office Legacy Family Office is a Southwest Florida-based multi-family office. As a Registered Investment Ad

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02/23/2026

The rise of family governance has been boosted by President Donald Trump’s One Big Beautiful Bill, and families are encouraged to start meaningful conversations across generations — not just about the assets children may inherit and how to manage them wisely, but also about the values parents ho...

12/08/2025

Conversations about money with loved ones can be downright awkward, especially around the holiday season. While it might seem easier to avoid the topic, being honest and transparent with loved ones might actually be better for your relationships.

11/25/2025

If the market pullback has you queasy, consider it an opportunity to take stock of your investments. Retirees have less wiggle room to weather volatility than younger investors, and it's important to make sure your portfolio can withstand the bumps.

11/19/2025

As workers change jobs, more retirement accounts are being left behind.

11/15/2025

As talk of bubbles in artificial intelligence (AI) stocks grows, there are some lessons to apply from the dot-com bubble.

09/25/2025

Once we have approximated a story enough times — individually and collectively — it can become our ‘truth’.

09/13/2025

Will Social Security be around when you're ready to retire?

09/10/2025

Those who filed Form 4868 ahead of the April 15 deadline have until Oct. 15 to file their taxes. People delay their filing for a number of reasons, from family or financial emergencies to simply not being prepared to file. Read this before you finalize.

08/21/2025

For the average family, college costs for their undergraduate student were $31,000 during the 2024-25 school year. That's a 9% increase from the year before.

07/07/2025

Emerging research on lifestyle changes and the development of preventive approaches are revealing an opportunity to measure and boost cognitive health.

06/26/2025

A human performance expert breaks down what's really going on in your body when you suffer from jet lag, and how to stay sharp on the road.

Address

9990 Coconut Road, Suite 225
Bonita Springs, FL
34135

Telephone

+12399491982

Website

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