These relationships include:

• Excellent attorneys for estate planning or charitable tax planning. We have relationships from the Bay Area to Southern California to the East Coast that we recommend to our clients, depending on the level of planning expertise needed for a particular situation.


• Strong CPA relationships to complement the financial planning team. Here too we have excellent local relationships but also have access to large, National Firm expertise should you need it.


• Mortgage financing and banking services are another critical need for many of our clients and we have developed extensive relationships with mortgage brokers and local banks.


• Real estate brokerage services are also available through direct referrals to locally prominent realtors, many of whom are clients of Legacy Capital Group California.