Family Legacy, Inc.

Family Legacy, Inc. is a Greenville, SC-based financial planning and investment management firm and multi-family office. For every stage of life, you can trust the experienced team at Family Legacy to help you build wealth and reach your financial goals. Since 1995, Family Legacy has been helping families and businesses with multiple aspects of financial planning and financial management, including investment strategies, retirement planning, estate planning, and more. We work with our clients to create strategies based on their anticipated needs and wants for each life stage. Family Legacy carefully considers each clients personal story and situation as we prepare each portfolios investment allocation.

Estate Planning, Financial Planning, Investment Management, Retirement Planning, Business Planning, Tax Consulting, Accumulation Planning, Multi-Family Office, Asset Management, Charitable Planning, Risk Management, asset allocation

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