Wealth Legacy Advisors

Answer: Wealth Legacy Advisors's phone number is +12*********

Answer: Wealth Legacy Advisors's official website is https://wlallc.com

Answer: Wealth Legacy Advisors's revenue is $100 Million to $250 Million

Answer: Wealth Legacy Advisors's SIC: 6282

Answer: Wealth Legacy Advisors's NAICS: 523930

Answer: Wealth Legacy Advisors has 1-10 employees

Answer: Wealth Legacy Advisors is in Financial Services

Answer: Wealth Legacy Advisors contact info: Phone number: +12********* Website: https://wlallc.com

Answer: Wealth Legacy Advisors LLC provides high-touch thought-partnership to families of wealth and their trusted advisors in next generation, leadership succession, philanthropy, coaching, and trustee areas. Legacy and Stewardship: Family meeting facilitation customized for your family to ensure responsible stewardship Leadership succession and governance planning Family's estate planning review enhance plan in concert with family's legal counsel, with special emphasis on generational wealth transfer Philanthropic advice develop a mission and vision statement, use family's philanthropy as a next generation teaching tool, serve as director on foundation boards, and facilitate generational transitioning of family foundations Coaching and Education: Personal next generation coaching Customized Next Generation education programs Customized Women of Wealth/Mothers & Daughters education programs Multi-family office team member training to work with families of wealth in specialized areas of next generation education, women's programming, fiduciary risk, estate planning, stewardship, succession, and philanthropy Fiduciary: Member of family advisory councils Independent trustee of family trusts Advice to trustees of family trusts on issues of fiduciary responsibility and risk, and on exercising discretion over distributions to beneficiaries

Answer:

• Twitter
• LinkedIn