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Legacy & Succession partners with entrepreneurs and families to clarify vision, design custom legacy solutions, and guide decisions that create lasting multi generational impact. For three generations, our work has focused on strengthening families, preserving purpose, and helping what they build endure.

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No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Advisory services offered through Legacy & Succession, an SEC registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Additional information about Legacy & Succession is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # #801-135134. Legacy & Succession does not offer or provide legal advice. Please consult your attorney for such services.
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