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Capability

legacy planning

Suppliers
2
States & provinces
2
Countries
1

2 legacy planning suppliers across 2 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

Alexander-Williams Management Group / Design House LLC is an image consulting and lifestyle performance firm guiding high-visibility leaders, creatives, and public-facing professionals toward a refined, authoritative, and elevated presence. It blends aesthetic intelligence, behavioral strategy, and lifestyle architecture to shape clients into their most compelling, influential selves.

brand managementimage consultingparalegal servicesportfolio managementpublic relationswealth management

Champion Brokerage Group is a boutique wealth advisory and financial planning firm founded by Vara Kai Potter-Leftwich. It provides coordinated wealth advisory and financial planning for individuals, families, and business owners, bringing investments, retirement income, protection, and legacy priorities into one strategy. The firm also offers financial education, language access services, and employer/organizational support, and is certified as a Women's Business Enterprise and Minority Business Enterprise.

employee engagement supportfinancial educationfinancial planninginterpretation and translationprotection planningretirement income planningwealth advisory

Related capabilities

Other processes offered by the shops that list legacy planning.

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