At Trustworthy & Family Legacy Advisors, we understand that building a legacy is more than just passing on assets. It’s about preparing your family to manage and grow that legacy with confidence.
That’s why we offer a team of dedicated professionals to support your family at every stage. Our family trust management business employs financial analysts and planners as part of our inheritors program.
These professionals on our team assist those who are interested in exploring the cognitive, emotional, and behavioral aspects of their relationship with money.
On-Staff Financial Analyst
We employ experienced financial analysts as part of our inheritance team.
Our financial analyst provides in-depth analysis to help families make informed decisions about their wealth. From evaluating portfolios and reviewing investment strategies for your children and/or surviving spouse, we ensure your legacy is built on a solid foundation.
We ensure your legacy is built on a solid foundation.
Services Include:
- Portfolio analysis and performance tracking
- Risk assessment and asset allocation
- Financial modeling and forecasting
Why It Matters:
Accurate, data-driven insights help protect and grow your family’s wealth across generations.
On-Staff Financial Planner
Our on-staff financial planner offers personalized guidance to help families navigate both everyday financial decisions and long-term planning.
Whether you’re looking to get organized, prepare for a major life event, or build a secure financial future, this service is designed to meet you where you are and support your unique goals.
On-Staff Financial Coach
Our on-staff financial coach provides personalized support that goes far beyond budgeting and spreadsheets. This holistic approach is designed to help individuals align their financial decisions with their deeper values and life goals.
Areas of focus include:
- Goal Setting: Clarifying short- and long-term financial objectives and creating actionable plans to achieve them.
- Values & Purpose: Exploring what truly matters to you and how your financial choices can reflect and support those values.
- Changing Beliefs: Identifying and reshaping limiting beliefs around money that may be holding you back.
- Resilience in Challenges: Building emotional strength and practical strategies to navigate financial setbacks and life transitions.
- Life Mission Statement: Crafting a personal mission that integrates financial well-being with overall life purpose.
- Emotional & Behavioral Issues: Addressing the psychological aspects of money, including grief, loss, addiction, and emotional spending patterns.
This offer is ideal for anyone seeking a more meaningful and empowered relationship with their finances. Whether you’re facing a major change in life or simply want to gain clarity and confidence, our coach is here to guide you with compassion and expertise.
We also offer an educational program called the “Inheritors Wealth Academy.”
This program starts with a series of private coaching followed by some Q&A with one of our seasoned financial experts who will spend some time with the inheriting child or surviving spouse to answer all questions you may have.
They will also guide you to what courses you can take to enhance your knowledge and keep you accountable to ensure that your short and long-term goals are being met.