Legacy Resources Insurance Services is a boutique insurance and risk management service based in San Jose, CA, offering bespoke and innovative insurance solutions to affluent clients worldwide. With a focus on individual needs and preferences, they provide customized strategies that are sensitive, supportive, and strategic, helping clients make educated decisions to achieve their objectives.
As a leading resource for family offices and advisors, Legacy Resources Insurance Services is committed to the highest level of privacy, confidentiality, and product selection. With their direct yet discreet approach, they create solutions that go beyond numbers, offering strategies that provide substance and address the unique requirements of their clients.
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