L G Legacy Group

Driven by Expertise, Empowered by Relationships

LG Legacy Group, LLC stands as a trusted advisor to business owners and high net-worth individuals throughout the Philadelphia region. We specialize in navigating complex tax landscapes, maximizing financial performance, and building secure futures. With a team of experienced professionals and a personalized approach, we empower our clients to achieve financial success and overcome industry challenges.

Private Business Accounting & Advisory Services

We provide comprehensive accounting and advisory services tailored to each client's unique needs. From financial statement preparation to tax planning and risk mitigation strategies, we partner with you to ensure your business operates efficiently and achieves its financial goals.

Real Estate Tax & Advisory Services

Our seasoned professionals understand the complexities of real estate taxation. We guide clients through property tax assessments, depreciation recapture provisions, and other relevant tax regulations to maximize their real estate portfolio potential.

Employee Benefit Plans

We assist businesses in establishing and managing qualified retirement plans, executive compensation plans, and other employee benefit programs. Our expertise ensures compliance with regulations, maximization of available deductions, and optimal plan design for your workforce.

Business Valuation Services

When it comes to valuing a business for estate planning, financial reporting, or mergers and acquisitions, LG Legacy Group delivers accurate and reliable valuations. We utilize industry-leading methodologies and extensive market knowledge to provide clients with valuable insights and informed decisions.

Services to Corporate Executives

We understand the specialized financial needs of corporate executives. Our services include strategic financial planning, retirement planning, and wealth preservation strategies to ensure their financial well-being throughout their careers and beyond.

Family Office & Trust & Estate Services

We provide tailored solutions to affluent families by seamlessly integrating financial planning, estate planning, and trust establishment. Our goal is to safeguard your wealth across generations and ensure seamless transitions.

Our Approach

At LG Legacy Group, we believe in building strong relationships with our clients through open communication, personalized attention, and responsiveness. We take the time to understand your unique goals, challenges, and aspirations to develop customized plans that align with them. We are committed to providing exceptional client service and exceeding expectations.