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Poe Family office, Legacy In Motion Logo.

Why Choose Us?

Because we have so many brilliant consultants in a wide variety of industries, we’ve been able to pick the very best advice for re-inventing your business into a dynamic, thriving enterprise where people are lining up to get in and share the experience. If you’ve dreamed of making your business extraordinary, our Business Renovation Program will take you there.

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Mission

Focusing on innovative finance, cutting-edge technologies, real estate, and impactful ventures. Emphasizing nurturing a legacy of responsibility, philanthropy, and global betterment.

Vision

We strive to set a global standard for modern family offices by blending legacy, innovation, and purpose—empowering future generations to lead in finance, tech, and social impact with vision and integrity.

Sustainable Practices

Though our services are divided into basic areas of marketing, finance, production and growth, we treat all our clients as individuals and don’t think a one-sized-fits-all solution will work. We’ll help you develop a customized plan to your unique position. We won’t tell you to change your corporate culture or anything else that makes your business an amazingly unique enterprise.

Corporate Beliefs

We believe in prosperity with purpose, wisdom earned through accountability, and success fueled by faith and shared vision. By preparing with intention and giving boldly, we uplift humanity and help shape a future where everyone can thrive.

Market Analysis

ALWAYS CONNECTED

Wealth
Management

Managing and analyzing multi-generational wealth with transparency and precision.

Philanthropy & Impact Investment

Tracking, managing, and evaluating philanthropic efforts and social impact investments.

Family Governance
& Education

Training, informing, and uniting family members around the office’s values, ventures, and long-term goals.

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