Our Clients

Families

We work with families who see wealth as more than numbers — it’s a reflection of hard work, shared values, and the desire to build something lasting together. Our role is to walk alongside you as a trusted partner, helping bring order, clarity, and confidence to your family’s financial world. We serve multi-generational families navigating the many layers of life — from growing businesses and managing trusts to preparing the next generation for leadership and stewardship. Each family is unique, and so is our approach. We take time to understand your story, your priorities, and the people who matter most, so every decision supports both your goals and your relationships.

Our work is built on collaboration — connecting with your attorneys, tax professionals, and financial advisors to make sure everyone is moving in the same direction. We help families stay organized, communicate effectively, and move forward with a shared sense of purpose. At Legacy Focus Group, we believe our job isn’t just to manage the details — it’s to make life a little easier, transitions a little smoother, and your family a little stronger.

Rising Generations

We believe the true measure of a family’s success lies not only in what is built, but in how it’s carried forward. We work closely with the next generation of family leaders — helping them understand, engage with, and confidently manage the responsibilities that come with family wealth.

Our approach is collaborative and personal. We take the time to explain the “why” behind family structures, investments, and planning decisions — fostering financial literacy, leadership, and open communication. Whether guiding a young professional through their first financial plan or preparing a successor to take on greater responsibility, we provide the insight and framework to help them succeed.

Through coordination with parents, advisors, and mentors, we help bridge generations — encouraging understanding, trust, and alignment of values. The goal is to build confidence, not just capability, so that each generation feels prepared to make thoughtful, informed decisions.

Entrepreneurs & Business Owners

Entrepreneurship is both a calling and a journey. We understand the passion, risk, and dedication it takes to build something from the ground up — and we’re here to help you turn hard work into lasting impact. We partner with entrepreneurs and business owners through every stage of growth: from early formation and entity selection to financial oversight, succession planning, and eventual exit. Our role is to bring structure and clarity to your personal and business finances, ensuring decisions made today support your long-term goals and your family’s future.

Working alongside your attorneys, accountants, and financial advisors, we coordinate strategy across ownership, cash flow, tax planning, and estate structure — so that as your business evolves, your planning evolves with it. Whether you’re raising capital, preparing for a transition, or navigating a liquidity event, we help position you for success while maintaining alignment with your family’s broader financial picture.

Corporate Executives

We understand that corporate executives face unique financial challenges — from complex compensation structures to evolving career opportunities and demanding schedules. Our goal is to bring clarity and coordination to your financial life, helping you make confident, informed decisions that support both your professional and personal goals.

We help executives understand and optimize compensation packages, including stock options, restricted stock units (RSUs), deferred compensation, and performance-based incentives. Our team coordinates with your tax and investment advisors to ensure these components are integrated into your broader financial, estate, and tax strategy.

Beyond compensation, we help you manage liquidity events, plan for transitions, and align short-term financial decisions with long-term family and legacy goals. Whether evaluating an offer, preparing for retirement, or balancing competing priorities, Legacy Focus Group provides structure, perspective, and continuity.