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Family Office and Trust Administration

We help families and organizations with transitional training that ensures certain skillsets for the success of future generations so that people can live well and leave a legacy

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SERVICE AREAS

Family Administration

Family Administration

Hire and train personal assistants, set family financial and educational goals, create succession plans and more!

Strategic Tax Planning

Strategic Tax Planning

Have a strategy for taxes through proper and legal tax preparation, philanthropic incentives and family foundations.

Corporate Services

Corporate Services

Proper legal structure and estate planning is vital to ensure the success of transferable wealth & assets from one generation to another. Do not leave your estate to chance! Contact us now!

Human Wellness

Human Wellness

Have a wellness plan that family members have to balance their life with mental, physical and emotional health.

Wealth Creation

Wealth Creation

Develop your personal brand and get a team behind you that will support you and your brand in strategies for income, fundraising, negotiations, new ventures and more.

Legacy Creation

Legacy Creation

Develop a strategy to make an impact through strategic strategies in impact investing and creating a philanthropic legacy for generations to come.

Flourishing

Flourishing

Have psychedelic, personal development and leadership retreats that focus on the personal and professional development of your family.

Wealth Management

Wealth Management

Allow us to help with managing your portfolio of assets

Back Office Administration

Back Office Administration

You already have a team backing you up! Our staff of experts empowers you to focus on what matters most. Let us worry about the details.

 

LEGACY OFFICES

Services To Family Offices Throughout The World

Legacy Offices are a service provider to high net-worth individuals and families to assist with generational transitions, proper estate planning and fulfilling charitable wishes.

 

CONTACT
LEGACY OFFICES

OUR ADDRESS

4435 E Holmes Ave, Mesa, AZ 85206

Email: info@theoffices.com
Tel:  (602) 704-1000

For any general inquiries, please fill in the following contact form:

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