Family Office

Legacy Resources Insurance Services is the foremost choice of family offices and advisors seeking life insurance for their clients. We work closely with and serve as advisors to newly formed and mature family offices. We provide comprehensive and innovative solutions for transferring multi-generational wealth and multiplying a family legacy. We are dedicated to providing the highest levels of confidentiality, honesty, and expertise required by high net worth individuals and families.


Legacy Resources Insurance Services is the trusted and respected source affluent families and individuals turn to for customized and flexible wealth transfer and insurance strategies that are aligned with their personal and cultural preferences.