Legacy Global Financial Group, Inc.

Legacy Global Financial Group is a multi-family office that coordinates financial and administrative work for clients, with a focus on international financial planning. Its services cover business planning, tax planning, legacy wealth transfer planning such as succession and estate planning, tax and accounting, administrative help, marketing, and international services like foreign tax preparation and residency and citizenship planning.

The firm aims to be a single point of contact so clients do not need to deal with several firms for their money and paperwork. Administrative support includes budgeting, scheduling, travel arrangements, document management, and notary services. Tax preparation and accounting are handled through a related partner firm, Legacy Global Accounting Service, PA. The office is at 414 Church St in Sandpoint, Idaho.