Legacy Family Office
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Preserving wealth across generations
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Legacy Family Office — Preserving wealth across generations. Founded in 2003, their team specializes in Family Office Services, Wealth Planning, Investment Advisory, Trust Administration. They serve Multi-Generational Planning, Business Succession, Philanthropy clients, with clients in AL, GA, FL and beyond. Fees are structured on a 0.8% AUM basis.
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0.8% AUM