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Shelley Howe
Family Office Senior Accounting Director at Legacy Family Office
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Work Experience
Family Office Senior Accounting Director
Jan 2024 - Present · 1 years
Boris Van Dyck, LLC
Senior Accountant
Dec 2023 - Present · 1 years and 1 months
Family Office And Corporate Accounting
Oct 2021 - Sep 2023 · 1 years and 11 months
Company Details
As a Registered Investment Adviser, Legacy Family Office provides sophisticated and meaningful solutions to help families of exceptional wealth preserve and grow their financial capital as well as their human, social and intellectual family capital. The solutions are designed to help clients structure their financial situation and plan for the successful transfer of wealth to the next generation. At Legacy Family Office, our approach is defined by a stringent set of ethical principles and on a culture of service. Legacy Family Office client families enjoy a caring, personal relationship with the Family Office Executive and Founder. In addition, clients have direct access to the Family Office Coordinator who is the point of contact for information, requests and guidance. Each family goes through a comprehensive wealth diagnostic process and a customized Client Service Plan is thoughtfully constructed annually. The plan implementation is monitored and overseen personally by the Family Office Executive and may include hand-selected strategic partners such as attorneys, accountants, asset managers, insurance professionals and financial planners, as appropriate. -------------------------------------------------------------------------------------------------------------- Please see our social media guidelines and important disclosures here: http://www.legacyfamilyoffice.com/important-disclosures-social-media-guidelines/
Year Founded
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Social Media
Linkedin
Industry
Financial Services, Investment Services
HQ Location
23160 Fashion Drive Suite 227 Estero, Florida 33928, US
Keywords
Family ContinuityPlanning & Trustee OversightTax & Financial PlanningInvestment AdvisoryLifestyle ManagementRisk ManagementFamily Philanthropy
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