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Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.

multi-family office

Managing estates, trusts and generations.

widowed or divorced?

Financial planning when life shifts.

Invest for What Matters

"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."

-- Christopher A. Brown, CPA, PFS, CFP®

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Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?

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I WOULD LIKE HELP WITH ACCUMULATION PLANNING RETIREMENT PLANNING MULTI-FAMILY OFFICE BUSINESS PLANNING INVESTMENT MANAGEMENT OTHER

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Family Legacy, Inc

900 Pendleton Street, Suite 200, Greenville, SC 29601
P.O. Box 2545, Greenville, SC 29602

PHONE: 864.233.0808 | FAX: 864.370.1713

info@familylegacyinc.com

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