About Us

Introducing The Leaving Legacy Management Group: The Future of Financial and Estate Coaching

Are you ready to unlock the full potential of estate planning and take your financial and estate coaching to the next level? Look no further! Our cutting-edge platform is meticulously designed by estate planning coaches, for estate planning coaches, with the sole purpose of empowering you to scale, grow, and foster stronger client relationships.

Our Story

About What We Do & How We Got Here

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Cras ultricies ligula sed magna dictum porta. Praesent sapien massa, convallis a pellentesque nec, egestas non nisi. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere. Cras ultricies ligula sed magna dictum porta. Praesent sapien massa.

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Our Company Mission & Client Vision

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Vision

To revolutionize financial and estate planning for millennials, empowering them to secure their legacies through innovative technology and comprehensive education. We aspire to be the trusted partner on their journey towards financial security and responsible estate planning.”

 

MIssion

At Leaving Legacy Management Group our mission is to bridge the gap between traditional estate planning ethics and modern technology, making it accessible and understandable for millennials.

 Values

We are dedicated to:

Empowering Millennials: We are committed to educating and equipping millennials with the knowledge and tools they need to take control of their financial and estate planning, ensuring their legacies are protected for generations to come.

Innovative Technology: We harness the power of cutting-edge technology to simplify and streamline the estate planning process, offering user-friendly digital solutions that enhance accessibility, security, and efficiency.

Ethical Excellence: We uphold the highest ethical standards, prioritizing transparency, trustworthiness, and fiduciary responsibility in all our interactions and recommendations.

Personalized Guidance: We provide personalized, step-by-step guidance that takes into account each client’s unique circumstances, helping them craft a tailored estate and financial plan that aligns with their values and goals.

Community and Knowledge Sharing: We foster a supportive community where millennials can learn from each other’s experiences and share valuable insights on responsible financial management and estate planning.

Inclusivity and Accessibility: We are dedicated to inclusivity, ensuring that everyone, regardless of their background or financial status, has access to the tools and knowledge needed to secure their legacy.

Continuous Innovation: We constantly strive for excellence, seeking out new ways to improve and evolve our services, keeping pace with the ever-changing financial landscape.

Through these principles, we aim to empower millennials to not only secure their financial future but also to leave a lasting legacy that reflects their values and aspirations. Together, we’re building a brighter financial future for all. 

 

Recent Years

The Proof is in the Numbers

2018

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  • New Partners
  • 1.5B Investment Milestone Set
  • Full-fledged team recruit
  • New Branch at Delhi

2017

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  • New Partners
  • 1.5B Investment Milestone Set
  • Full-fledged team recruit
  • New Branch at Delhi

2016

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  • New Partners
  • 1.5B Investment Milestone Set
  • Full-fledged team recruit
  • New Branch at Delhi

Experts

Meet Our Team

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Jennifer Brand

Jennifer Brand

Investment Manager

Didem Rinno

Didem Rinno

Manager

Paul Stanford

Paul Stanford

Manager

David Waltz

David Waltz

Investment Manager

Silvin Pane

Silvin Pane

Financial Advisor

Jacob Weeks

Jacob Weeks

Financial Advisor

Contact

Get In Touch

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Divi Investment Firm.

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