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Hand Holding Compass

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Waiting Room

We headquarter in Dallas, Texas.

Dallas is fast becoming the financial center of the USA.  With many leading financial giants like Fidelity, Charles Schwab and Goldman Sachs and others moving their headquarters here.  JP Morgan Chase have more employees in Texas than in New York.

The Legacy Forum™ works with clients and families across the USA, Canada and internationally. 

 

We have worked with clients in the UK, Hong Kong, Australia, Middle East, South Africa and various other European countries.  There are no geographical boundaries to our work.

Indian Family in Living Room

You can also contact us by using this form:

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