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

Global Credit View: Is The Credit Cycle Over?

The combination of healthy fundamental underpinnings and positive primary market trends point to the persistence of the current high yield credit cycle.

Read More: Global Credit View: Is The Credit Cycle Over?
Market Commentary

The Aerial View

Out of all the warnings to emerge from senior finance officials over the past month that market participants might be misplacing risk, those by Bank of Japan (BOJ) Governor Haruhiko Kuroda just over a week ago were arguably the most...

Read More: The Aerial View
Investment Insight

Investment Update: The Increasing Attractiveness of International Equities

Jeff Mortimer’s Investment Update: A little competition is healthy, right? As an avid golfer, I always enjoy watching the Presidents Cup, a golf competition that pits the best international players against an all-star U.S. team. The level of talent always...

Read More: Investment Update: The Increasing Attractiveness of International Equities
Asset Allocation

Bond Market Observations: Epitaph For A Trade

To cut to the chase, after looking into all the moving parts of our economic outlook and assessment of fixed-income valuations (and revising more than a few) this month, we retain our core advice to prudent investors. Maintain a relatively...

Read More: Bond Market Observations: Epitaph For A Trade
Economic Insight

Liquidity Reimagined

It is no secret that the hunt for yield over the past decade or so has driven many investors into higher-risk areas of the credit market, such as high yield and emerging market debt. We believe that one of the...

Read More: Liquidity Reimagined