Legacy by Design, LLC is a US-based advisory firm specializing in family legacy planning and wealth management. The company's mission is to help families communicate effectively, create an intentional legacy, and prepare their heirs for the intellectual and emotional inheritance they will receive. They offer a structured process that includes services like facilitating family meetings, establishing family governance, and providing coaching to ensure that wealth transfer aligns with family values and strengthens family bonds across generations. The firm is an SEC Registered Investment Adviser.

Founded in

United States