Family Office Services

The Family Office Service offered by the Legacy Foundation is designed to address the unique financial management needs of Shell Point residents. Designed to meet your personal needs and circumstances, our financial services will help simplify your retirement years.

As a member of the Legacy Foundation’s Family Office Service, Shell Point residents receive a comprehensive package of professional financial services such as:

• Paying bills
• Managing monthly income and expenses
• Balancing bank statements
• Tracking investments
• Filing insurance claims
• Gathering records for income tax returns

…and much more!

Sometimes people enroll in the Legacy Foundation’s Family Office Service as a matter of convenience, at other times it is a matter of necessity. This popular bill paying and daily stress reliever has been designed to keep you as independent as possible by helping with several of the major stressors — bill payment, account management, insurance tracking and financial organization.