About Us
How We Can Serve You
Legacy Global Financial Group, Inc. is here to serve you and meet your financial planning needs beyond the basic necessities. With our qualified team of professionals, we are a valuable resource to you in many different areas of financial planning, wealth transfer and international services.
Legacy Global Financial Group, Inc. is a multi-family office offering a wide variety of financial services, including tax and financial planning, administrative tasks, tax services, charitable giving, business start-up planning, international compliance reporting and travel services. We also offer financial education to our clientele through our Strategic Business Planning Workshops and Conferences. We have expertise in foreign trust, corporation, LLC and bank account reporting and compliance with the U.S. Government. With the help of our financial partners, we provide tax-efficient planning strategies. At all stages of your financial planning, we will coordinate with your legal counsel to ensure a coordinated and comprehensive process. We are here to give you expert personal advice and counsel for the stewardship of your wealth.
Our Mission at Legacy Global Financial Group, Inc.
Our mission at Legacy Global Financial Group, Inc. is to be your trusted resource for comprehensive international financial planning.
We simplify the complexities of international financial planning by providing or coordinating the multiple services needed for a comprehensive financial plan.
Financial Planning
As part of our financial planning assistance, we offer a variety of financial planning including: comprehensive tax planning, budgeting, retirement planning, and generational education planning.
Legacy Wealth Transfer
We provide succession planning, family governance planning, estate planning, planned giving coordination, and foundation and charity administration services to aid you in your legacy wealth transfer.
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Tax Services
Legacy Global Accounting Service, PA is our preferred financial partner for providing tax preparation and tax planning services. They are able to help our clients with foreign bank account reporting and compliance, preparation of U.S. tax returns for all entities, compliance forms for U.S. expatriates, and miscellaneous international forms. Here is their website: Legacy Global Accounting Service, PA
Administrative Services
Our administrative services include budgeting, scheduling, travel arrangements, document and record management, notary services, and coordination with legal counsel.
Marketing
To reach clients worldwide, through our global network we offer a variety of global marketing services, such as branding, social media, web design and hosting.
International Services
In this global market economy, being internationally-minded is important. We are here to aid you in foreign tax preparation, and foreign residency and citizenship planning for compliance with US Government.
Accounting Services
Legacy Global Accounting Service, PA is our preferred financial partner for providing accounting services including payroll, bookkeeping and accounting. For more info please click here.
Travel Services
We can provide you with the best deals in travel including hotels, flights and cruises. We can also suggest itineraries, museums and other places of interest around the world.
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