Инвестиционный фонд legacy square capital

For Advisors

Serving your existing clients and growing your future business in this market climate is becoming more difficult to do. Between 80% to 90% of heirs reject their parents’ financial advisors soon after receiving their inheritance. Through virtual Whole Family Advisor® training and coaching you differentiate yourself from your competitors, bring value to your clients and strengthen your relationships with them. These are the keys to a successful practice. Care for what your clients care for most- their family.

Capital is Much More than Money

Legacy Capitals is an independent boutique firm designed to help financially successful families and their trusted advisors deal with the myriad of “life-impact” issues that come from managing wealth beyond the money itself.

Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions.

Where We Help

• Legacy Planning
• Multi-Generational Concerns
• Parenting Issues
• Family Business Counseling
• Next Generation Issues
• Philanthropy
• Family Decision-Making

Testimonials

«You have been instrumental in guiding our family to a higher place. You are talented, thoughtful, and full of good practice ideas. You have made our family better.»

– Ultra High Net-Worth Family

“I have been looking for some time and have not found a company like Legacy Capitals that brings together the research pertaining to family wealth, and a deep expertise working directly with Trusted Advisors and wealthy families. I would recommend them to any Advisor that wants to grow their business and bring more value to their clients, and to any wealthy family that wants to ensure their family properly stewards their wealth and flourishes across the generations.”

– Market Leader, Global Financial Services Company

Legacy Capital

Legacy Capital offers unparalleled investment banking services to private companies, specializing in mergers and acquisitions, private placements, business valuations and financial consulting. Our experienced team of professionals is dedicated to providing comprehensive representation and advisory services across a broad range of industries. We create solid relationships with our clients through personalized service and by delivering exceptional results. Legacy Capital was founded in 1994 and is based in New Orleans, Louisiana.

Legacy Capital is a registered member of FINRA (www.finra.org) , SIPC (www.sipc.org), and the Louisiana Office of Financial Institutions, Securities Division.

Mergers & Acquisitions

Private Placement

Financial Consulting

New Orleans, LA – May 10, 2021 – Legacy Capital (www.legacycapital.com) announced today the acquisition of its clients, Reliable Glass & Mirror, LLC (“Reliable Glass”) and Glass & Mirror Depot, LLC (“Glass & Mirror Depot”) in Elmwood, LA by Installed Building Products, Inc. (“IBP”), headquartered in Columbus, OH.

Reliable Glass is a commercial and residential glass company operating in the New Orleans metro area. With over 30 years of experience, Pete Rizzo, owner and CEO, has installed custom glass including shower doors, mirrors, and windows to a variety of homes and businesses. Glass & Mirror Depot serves as a wholesale glass provider both internally to Reliable and externally to local contractors and vendors.

IBP is one of the nation’s largest insulation installers for the residential new construction market and is also a diversified installer of complementary building products, including waterproofing, fire-stopping and fireproofing, garage doors, rain gutters, shower doors, closet shelving and mirrors, throughout the United States. IBP manages all aspects of the installation process for its customers, including direct purchases of materials from national manufacturers, supply of materials to job sites and quality installation. The Company offers its portfolio of services for new and existing single-family and multi-family residential and commercial building projects from its national network of branch locations.

Click here to learn more about this transaction.

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Legacy Capital
433 Metairie Road, Suite 405
Metairie, LA 70005
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Phone: 504.837.3450
Fax: 504.837.3488

In order to provide securities-related services discussed herein, certain principals of Legacy are licensed with Legacy Capital Fund, Inc., member of FINRA (http://www.finra.org) & SiPC (http://www.sipc.org). Legacy Capital Fund, Inc. is affiliated with Legacy Capital

Legacy is a vendor member of https://www.fispa.org

Articles

September 14, 2021 September 10, 2021 September 8, 2021

Legacy Capital
433 Metairie Road, Suite 405
Metairie, LA 70005
___________________________

Источник https://www.legacycapitals.com/

Источник https://legacycapital.com/

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