Legacy Resources
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
4128 Bristol Ct, Northbrook, Illinois, 6...Phone Number
(847) 509-9868Website
www.legacy-resources.comRevenue
<$5 MillionIndustry
About Legacy Resources
Legacy Resources, L.L.C. specializes in legacy planning and estate design, focusing on maximizing the meaning and impact of family wealth. They assist clients in navigating the complexities of wealth by creating structured plans that leverage human, intellectual, social, and financial capital. Their services are aimed at families looking to build a sustainable legacy and make informed financial decisions. The company operates as a registered investment advisor in North Carolina, providing tailored investment advice and planning services.Explore more
SIC Code 62,628NAICS Code 52,523Show moreLegacy Resources Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2015
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Legacy Resources, L.L.C. specializes in legacy planning and estate design, focusing on maximizing the meaning and impact of family wealth. They assist clients in navigating the complexities of wealth by creating structured plans that leverage human, intellectual, social, and financial capital. Their services are aimed at families looking to build a... Read More