Our Services

At Family Legacy Partners, our advisors offer a wide range of financial and investment services to address your financial needs.  We offer our clients personal financial strategies, investment advisory services, access to various investment products, business solutions and more.

Personal Financial Strategies

  • Tax-aware investment strategies
  • Concentrated stock and stock option management
  • Retirement Services
  • Estate and Trust Services
  • Education Strategies

Investment Advisory Services

  • Managed equity and fixed income accounts
  • Managed mutual fund accounts
  • Proprietary investment portfolios

Investment Products

  • Equities
  • Exchange Traded Funds
  • Mutual Funds
  • Fixed Income Securities
  • Certificates of Deposit
  • Cash Equivalents
  • Options
  • Hedge Funds
  • Variable Annuities

Business Solutions

  • Cash management
  • Defined benefit plans
  • Defined contribution plans
  • Deferred compensation plans

Other Services

  • Independent, conflict-free research, commentaries and market data
  • Web access to current news, data and financial/investment articles
  • Online account access and trading
  • Performance monitors
  • Comprehensive consolidated statements
  • Securities-based lending
  • Check writing
  • Visa Platinum Check Card / ATM
  • SIPC coverage

BNY Research and Commentary

Related Articles

Global Markets

China's Balancing Act In The Trade War

China’s economy is in a tough spot, facing multiple headwinds including escalating trade frictions, tightening global financial conditions led by the U.S. rate hikes, and deleveraging efforts curbing domestic demand.

Read More: China's Balancing Act In The Trade War
Market Commentary

Real Assets: Opportunities and Constraints for Investors

With sovereign wealth and public pension funds’ investments to real assets set to rise by over US$400bn in the next two years, Alan Flanagan, Managing Director, Global Head of Private Markets and Marvin Vervaart, EMEA Pensions Product Head, explore how...

Read More: Real Assets: Opportunities and Constraints for Investors
Investment Insight

The Importance of a Strong Foundation

In Jeff Mortimer's September 2018 Investment Update, rather than look at this bull market's extraordinary age, he prefers to focus on the fundamentals, which appear to remain strong.

Read More: The Importance of a Strong Foundation
Asset Allocation

Investing for a Disruptive Future

Technological advances are pointing toward a future in which markets are subject to rapid and continuous change. This presents new challenges for investors, but also new opportunities.

Read More: Investing for a Disruptive Future
Economic Insight

How Family Businesses Can Avoid the Wealth Transfer Trap

An estimated $8.8 trillion will be passed down to Gen X and millennials by 2027. But research shows that 70% of families lose their wealth by the second generation and 90% lose it by the third. Why?

Read More: How Family Businesses Can Avoid the Wealth Transfer Trap