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Whether you’re a HNW family, a family wealth manager, or financial advisor, reach out today and learn more about how our legacy planning services and products can help your family or your clients.
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Buckingham, PA 18912
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Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions.
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