Strategic Alliances
We believe that in life you are only as good as those with whom you associate, which is why The Legacy Group selects among the best available companies and organizations to complement the planning process we utilize with our clients.
The Nautilus Group
A resource that revolves around estate conservation and business succession made available to approximately 200 members nationwide. With offices in Dallas, Texas, The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by the members' clients, they provide strategies for consideration by the client's own legal and tax advisors.
Neither members nor staff of The Nautilus Group may give legal or tax advice. Their role is to educate and motivate affluent individuals to address the planning issues that will affect them and their families well into the future.
Brinker Capital
Brinker Capital serves its clients financial interest by providing high quality, disciplined and objective investment advice. Brinker provides asset allocation advice, due diligence and manager selection as well as sophisticated timely communication on investment performance and wealth management techniques. This conflict of interest free platform gives clients the assurance that their best interest is the only interest being served.
Independent Portfolio Consultants- IPC
High net worth individuals have unique investment preferences, needs and circumstances. More than 20 years ago IPC recognized this and created a "Wealth Management Strategic Alliance" with financial advisors across the country. Together they create an open-architecture team approach providing advisors with the resources required to successfully provide risk adjusted, tax efficient solutions for the needs of their high net worth clients.
NYLEX Benefits
NYL Executive Benefits LLC (NYLEX Benefits) is a subsidiary and the executive benefits consulting arm of New York Life Insurance Company, the largest mutual life insurance company in the U.S.
Eagle Strategies
A Registered Investment Adviser that allows us to implement comprehensive or limited scope planning to our clients. They act as the mediator to any of the plans we put in place for our clients. They serve an important function in monitoring fund managers and firms in order to maintain compliance with applicable securities law.
Please do not hesitate to contact us for additional information.
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