Are you an Entrepreneur looking to understand your options regarding the eventual exit and monetization of the business, or a Family Steward that has accumulated financial success and are looking to grow and protect it for generations to come?
We are financial advocates and partners with our families, co-creators of action plans that solve problems and facilitate goal achievement across your financial, tax, business, philanthropic and estate planning needs.
Successful families typically have several advisors. But how often do advisors meet together to discuss and plan their clients’ specific needs? Tanglewood Legacy Advisors serves as the Family CFO. We orchestrate a virtual boardroom, bringing advisors together to discuss and optimize our clients’ needs.
We work to construct clear pathways that help foster confidence and clarity in the lives of the families we serve. We coach, counsel, analyze, coordinate and advocate. We serve as your family’s enduring partner.