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  • More
    • Home
    • Our Firm
      • About Us
      • Office Locations
      • Our Team
      • Our Partners
      • Our Mission & Values
      • FAQ
    • WHAT WE DO
      • Investment Management
      • Financial Planning
      • Estate Planning
      • Insurance Planning
      • Business Consulting
      • Family Office Services
    • WHO WE SERVE
      • Individuals & Families
      • Entertainers & Athletes
      • Entrepreneurs & Owners
      • Executives
      • Private Organizations
    • Client Login
      • Charles Schwab
  • Home
  • Our Firm
    • About Us
    • Office Locations
    • Our Team
    • Our Partners
    • Our Mission & Values
    • FAQ
  • WHAT WE DO
    • Investment Management
    • Financial Planning
    • Estate Planning
    • Insurance Planning
    • Business Consulting
    • Family Office Services
  • WHO WE SERVE
    • Individuals & Families
    • Entertainers & Athletes
    • Entrepreneurs & Owners
    • Executives
    • Private Organizations
  • Client Login
    • Charles Schwab

BUSINESSES & ORGANIZATIONS

COMPREHENSIVE WEALTH MANAGEMENT SERVICES FOR PRIVATE BUSINESSES AND ORGANIZATIONS THAT COMBINE INVESTMENT CONSULTING AND PLANNING, RISK MITIGATION AND STRATEGIC ADVISORY

Wealth Management FOR BUSINESSES & ORGANIZATIONs

We advise businesses and organizations on how to manage their capital with purpose, discipline, and a long-term view. Whether you're overseeing corporate reserves, stewarding charitable assets, or fulfilling fiduciary responsibilities, our team brings deep expertise, thoughtful planning, and institutional-quality investment guidance tailored to your mission and mandate. 

WHO WE SERVE:

  • Businesses, foundations and charities managing corporate cash

  • Privately-held businesses navigating succession, exit, or liquidity events

  • Pension funds and retirement plan trustees seeking fiduciary oversight

  • Private foundations and family foundations with long-term giving goals

  • Endowments focused on total return and sustainable spending

  • Businesses, charities and nonprofit organizations seeking prudent asset management

services for businesses & organizations

CORPORATE CASH MANAGEMENT

INSTITUTIONAL INVESTMENT MANAGEMENT

OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO) SERVICES

ENDOWMENT AND FOUNDATION PORTFOLIO OVERSIGHT

FIDUCIARY GOVERNANCE AND PLAN OVERSIGHT

EMPLOYEE EDUCATION AND FINANCIAL WELLNESS PROGRAMS

RETIREMENT PLAN CONSULTING

RISK MANAGEMENT AND INSURANCE CONSULTING

BUSINESS SUCCESSION PLANNING

Questions? Contact us below!

Contact Us
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Legacy Wealth Investment Counsel, LLC

17 Corporate Plaza Drive, 2nd Floor, Newport Beach, California 92660, United States

949-867-7670 | info@legacywealthic.com

Copyright © 2025 Legacy Wealth Investment Counsel, LLC - All Rights Reserved.


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THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION. THE OPINIONS EXPRESSED AND MATERIAL PROVIDED ARE FOR GENERAL INFORMATION, AND SHOULD NOT BE CONSIDERED A SOLICITATION FOR THE PURCHASE OR SALE OF ANY SECURITY.WE TAKE PROTECTING YOUR DATA AND PRIVACY VERY SERIOUSLY. AS OF JANUARY 1, 2020 THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA) SUGGESTS THE FOLLOWING LINK AS AN EXTRA MEASURE TO SAFEGUARD YOUR DATA: DO NOT SELL MY PERSONAL INFORMATION.


 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.  


 The Certified Private Wealth Advisor® (CPWA®) certification is a professional designation issued by the Investments & Wealth Institute® (the Institute). It is designed for financial professionals who work with high-net-worth clients. The CPWA® program provides advanced education in wealth management topics such as tax planning, estate planning, asset protection, charitable giving, and legacy planning.

Use of the CPWA® designation indicates that the advisor has met experience requirements, completed an executive education program, and passed a comprehensive examination administered by the Institute. Investments & Wealth Institute® owns the certification marks CPWA® and Certified Private Wealth Advisor® in the U.S. and other countries.


 CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute. 


INVESTMENT ADVISORY REPRESENTATIVES OF, AND INVESTMENT ADVISORY SERVICES THROUGH PORTSIDE WEALTH GROUP, LLC AN SEC REGISTERED INVESTMENT ADVISOR. PORTSIDE WEALTH GROUP, LLC AND THEIR REPRESENTATIVES DO NOT PROVIDE TAX OR LEGAL ADVICE. EACH FIRM ONLY TRANSACTS BUSINESS IN STATES WHERE IT IS PROPERLY REGISTERED, OR IS EXCLUDED OR EXEMPTED FROM REGISTRATION REQUIREMENTS. SEC REGISTRATION DOES NOT CONSTITUTE AN ENDORSEMENT OF THE FIRM BY THE COMMISSION, NOR DOES IT INDICATE THAT THE ADVISOR REFERENCED IN THIS DISCLOSURE HAS ATTAINED A PARTICULAR LEVEL OF SKILL OR ABILITY.

 
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