Legacy Resources Group
When you want to be more than a number.
Legacy Resources Insurance Services is a boutique insurance and risk management service exclusively focused on providing customized solutions to affluent clients around the world.
About
Legacy Resources Insurance Services was founded as a boutique insurance and risk management service exclusively focused on providing customized solutions to affluent clients around the world. They are a leading resource for family offices and advisors, specializing in the planning, structuring, and monitoring of large life insurance portfolios.
With extensive experience in asset protection, maximizing multi-generational wealth transfer, and sophisticated techniques of estate planning, they offer affluent clients high-level options to conserve and transfer their family legacy. They are committed to the highest level of privacy, confidentiality, and product selection.
Services
Life Insurance Portfolio Management
Planning, structuring, and monitoring of large life insurance portfolios for affluent clients and family offices.
Insurance for Estate Planning
Life insurance solutions to serve as wealth-replacement vehicles, provide liquidity for estate taxes, assist in estate equalization, and maximize multi-generational wealth transfer.
Insurance Gap Analysis
In-depth evaluation of client life insurance portfolios for performance, risks, and opportunities with development of proactive improvement plans.
Insurance Planning
Risk management through life insurance as an asset class, protecting human capital and providing wealth transfer capabilities.
Key Employee & Buy-Sell Agreements
Insurance solutions for key employee protection and business succession planning.
Kidnapping & Ransom Insurance
Insurance coverage for high-net-worth individuals and families.
