What We Do

Creating clarity through collaboration.

Financial lives often become complex — spread across multiple advisors, institutions, and entities. We bring everything together. Our role is to coordinate with your existing advisors — attorneys, CPAs, investment managers, and insurance professionals — to ensure all pieces of your financial picture are aligned and working toward the same goals.

We act as the central point of communication, helping to organize accounts, streamline reporting, and eliminate inefficiencies. By understanding the full scope of your assets and responsibilities, we create a unified framework that simplifies decision-making and enhances transparency.

Our approach reduces duplication, prevents oversights, and ensures strategies are implemented consistently across all areas of your financial life — from estate and tax planning to investments and liquidity management.

Collaboration isn’t an afterthought — it’s the foundation of what we do. We believe families achieve the best results when every advisor is aligned, every asset is accounted for, and every plan moves forward with shared purpose.

Bringing order and efficiency to your financial life.

Behind every strong financial strategy is a foundation of accurate, timely, and well-organized information. We manage the details that keep your financial world running smoothly — so you can focus on what matters most.

We provide comprehensive bookkeeping for family entities, trusts, and partnerships, along with bill payment services designed to simplify day-to-day management and reduce administrative burdens.

Bill Pay & Payment Management

Our bill pay platform brings structure and efficiency to financial administration. Key capabilities include:

• Payment management: Choose between one-time or automatic recurring payments for regular expenses.

• Centralized control: Manage and pay bills from multiple companies, trusts or individuals through one secure online platform — no need to log in to multiple sites.

• Payment history tracking: Access a clear record of all payments for reconciliation, budgeting, and transparency.

Payer and payee flexibility:

• Pay companies: Settle bills for utilities, credit cards, insurance, and loan services.

• Pay individuals: Send funds to personal contacts — such as household staff, caregivers, or landlords — even if they don’t issue formal invoices.

• Broad geographic reach: Make payments to nearly any company or individual within the U.S.

Convenience and efficiency:

• Save time: Avoid manually managing each bill and reduce the risk of late or missed payments.

• Flexibility: Adjust payment schedules as needed and manage everything electronically for greater control and peace of mind.

For families with dedicated staff, we coordinate household payroll to ensure accurate compensation, tax compliance, and confidentiality at every level. Our services include the preparation of unaudited consolidated financial statements across multiple entities, providing a clear, comprehensive view of your overall financial position. Through thoughtful budgeting, forecasting, and expense tracking, we help you anticipate needs, control costs, and plan with confidence. The result is a system that provides transparency, simplifies reporting, and ensures seamless daily operations — all built on the guiding principle that defines our work.

Strategic guidance to minimize taxes and preserve wealth.

Our primary focus is to minimize income, estate, and gift taxes by ensuring that every financial decision aligns with your family’s overall tax strategy — across entities, assets, and generations. Thoughtful coordination among advisors helps preserve wealth today while creating continuity and confidence for the future.

We work to ensure that your planning reflects both immediate needs and long-term objectives. Our experience includes estate, gift, and generation-skipping transfer (GST) tax strategies, as well as tax-efficient charitable giving plans that express your family’s values while maximizing impact.

While Legacy Focus Group does not prepare tax returns, we coordinate closely with your tax preparer to identify, communicate, and implement effective tax-saving opportunities. We also collaborate with your attorneys, financial advisors, and other trusted professionals so that every component of your plan works together — efficiently and strategically.

Strengthening values and extending legacy through purposeful giving.

Philanthropy is one of the most powerful ways to express your family’s values and create lasting impact. We help families bring clarity and structure to their charitable vision — transforming generosity into a sustainable, values-driven legacy.

We assist in structuring charitable vehicles such as private foundations, donor-advised funds, and charitable trusts, guiding you through the process of formation, governance, and administration. Our team also supports grant administration and conducts due diligence on charitable recipients, ensuring your giving aligns with both your mission and regulatory compliance.

We help families choose the right giving vehicle and establish a family giving budget that reflects shared priorities, promotes accountability, and encourages participation across generations. Through collaboration with your attorneys, tax professionals, and investment advisors, we ensure your philanthropic strategy is coordinated, compliant, and effective.

Creating the foundation for your estate plan.

Every effective estate plan begins with organization and awareness. We help you build a complete financial inventory — the essential first step in creating clarity for you and your family.

We guide you in documenting all assets — from real estate, business interests, retirement plans, insurance and investment accounts to personal valuables like jewelry, art, or collectibles. We also ensure that digital assets, such as online accounts, cryptocurrency, and digital media, are identified and properly included in your plan.

Equally important, we help you list liabilities, including mortgages, credit card balances, and personal or business loans, to provide a full picture of your financial position.

Beyond financial assets, true preparation includes life’s most personal details. We help you record burial arrangements, funeral wishes, and instructions for safe deposit boxes, ensuring your loved ones have clear guidance when it matters most. A thorough, well-documented inventory forms the foundation for confident decision-making — protecting your wishes, promoting organization, and bringing peace of mind.

Protecting what matters most

Thoughtful estate planning is the foundation of a lasting legacy. We help families bring order, clarity, and intention to the process — ensuring that every decision supports your goals today and for generations to come.

We partner with estate attorneys to design efficient, customized plans that reflect your family’s values and priorities. From drafting or maintaining wills and powers of attorney to structuring strategies that simplify wealth transfer, we ensure your plan remains focused, current, and aligned with your objectives.

Our team helps coordinate succession planning, asset transition, and communication among family members and advisors to minimize confusion and potential conflict. We also assist executors and trustees in carrying out responsibilities as needed. We believe estate planning is about more than documents — it’s about protecting what matters most and creating clarity for those you love.

Bringing structure and purpose to your planning.

Thoughtful trust planning is at the heart of lasting legacies. We guide families through the creation and ongoing administration of trusts — ensuring every detail supports long-term goals and enduring family values.

We work closely with estate attorneys to draft efficient, purpose-driven trusts that meet your family’s specific needs and objectives. In addition, we help maintain essential estate planning documents such as wills and powers of attorney — providing clarity and confidence in how your wealth is managed and transferred.

Our team supports succession planning for smooth, intentional transitions across generations. We also assist trustees in following the terms of the trust, making timely distributions, and remitting required tax payments — all with precision, transparency, and accountability.

By collaborating with estate attorneys and advisors, we ensure every element of your plan aligns with your vision — protecting wealth, promoting clarity, and reducing disputes among heirs. We bring structure and purpose to every step of the process — ensuring that your financial life is organized, intentional, and built to last.

Providing compassion and coordination when it matters most.

The passing of a loved one brings both emotional and practical challenges. We help families navigate the complexities that arise after death with sensitivity, organization, and care. Our goal is to provide steady guidance — ensuring that every detail is managed thoughtfully and every responsibility is fulfilled with confidence.

We assist in accumulating and organizing assets and debts, preparing a clear picture of the estate to support next steps. Our team helps coordinate the filing of probate documents and works closely with attorneys, financial advisors, and CPAs to ensure the process moves forward efficiently and in compliance with legal and tax requirements.

From managing estate accounts and facilitating communication among professionals to providing ongoing administrative support, we help families move through a difficult time with clarity and peace of mind. We believe estate administration is more than a process — it’s an opportunity to honor a life well lived by ensuring their legacy is carried forward with care, precision, and respect.

Guidance for life’s pivotal moments — across every generation.

Life evolves — marriages, growing families, relocations, retirements, and shifting priorities all bring change. We help families navigate these transitions with clarity, structure, and foresight. Our goal is to ensure that each decision, agreement, and plan reflects your family’s shared values and supports continuity across generations.

Pre- and Post-Nuptial Planning

Relationships and families thrive on trust, communication, and understanding — the same qualities that define effective financial planning. We collaborate with your attorneys and advisors to develop pre- and post-nuptial agreements that balance individual protection with family unity. These agreements are designed to integrate seamlessly into your broader estate, governance, and tax strategies, ensuring that wealth and expectations are managed consistently across generations.

Lifestyle & Generational Transitions

As families grow and evolve, responsibilities shift and priorities change. Whether you’re entering a new marriage, preparing the next generation for stewardship, or adjusting after a major life event, Legacy Focus Group provides the structure and coordination needed to keep your plan aligned. We work across generations — helping parents, children, and grandchildren maintain financial clarity, define roles, and communicate effectively.

By coordinating cash flow, legal, and tax considerations, we ensure that transitions strengthen rather than disrupt the family’s long-term vision. Because at Legacy Focus Group, we believe every life stage is an opportunity to build connection, continuity, and confidence.

Empowering generations to lead.

A successful legacy extends beyond wealth — it’s built on shared values, clear communication, and a thoughtful framework for decision-making. We help families establish the governance structures and educational systems that ensure stability, accountability, and unity across generations.

Family Governance

We work with families to define guiding principles, roles, and responsibilities that reflect both individual perspectives and collective goals. From family charters and mission statements to decision-making protocols and communication frameworks, we help bring structure to complex family dynamics. This process fosters transparency, strengthens trust, and ensures that the family’s voice remains consistent across generations.

Next-Generation Education

Preparing the next generation for stewardship is essential to sustaining a legacy. Legacy Focus Group provides guidance and educational support to help younger family members understand financial responsibility, investment principles, and the purpose behind family wealth. We coordinate with advisors and educators to design learning experiences that promote confidence and competence — ensuring future generations are prepared to carry the family’s vision forward.

Our approach blends strategy with empathy — helping families balance independence and collaboration while preserving long-term harmony.

Building the framework that supports your family’s goals.

The right legal structure provides clarity, protection, and efficiency for managing family wealth. We help families and their advisors build the organizational framework that sustains long-term success.

We work with attorneys to create legal entities such as LLCs, partnerships, and family investment companies, ensuring each structure supports your family’s unique goals, governance, and estate plan. Our role is to coordinate communication among your legal, tax, and financial professionals so every decision aligns strategically across disciplines.

From selecting the appropriate entity type to organizing ownership interests and capital flows, we help you streamline reporting, protect assets, and maintain compliance. We also assist in ongoing entity administration, including maintaining records, updating governing documents, and ensuring the framework evolves as your family’s needs change. The result is a clear, cohesive structure that promotes stability, accountability, and confidence — allowing your family enterprise to function seamlessly across generations.