Family office management is essential for affluent families, ensuring efficient wealth preservation, comprehensive legacy planning, and customized financial solutions. It reduces administrative burdens, maintains confidentiality, mitigates financial risks, and provides expert advice, safeguarding the family's wealth and legacy for future generations.
Legado offers a comprehensive review to identify the appropriate structure and solutions for your family.
Every interaction will leave you confident with your eyes wide open and fully understanding your current scenario.
You work with a hard-working trustworthy professional that offers creative solutions.
We offer comprehensive services to meet the diverse needs of our clients, including Family Office Design and Set Up to establish robust, tailored structures. Our Family Office Administration ensures seamless day-to-day operations, while our Governance Support provides oversight and guidance. We also conduct thorough Risk Reviews to identify and mitigate potential threats. Additionally, our Family Legacy Planning service helps secure and preserve your family's wealth and values for future generations.
Jessica Nieto Sullivan
Jessica has over 20 years of financial services experience, 10 of which she served as the director of a single-family office.
Jessica is a graduate of Michigan State University, holding a Bachelor of Arts Degree in Finance. In addition, she has her Master's in Business Administration in Strategic Management and she is a four-time recipient of Traverse City's 40 Under 40 award. Jessica, with her husband Ryan and children Shamus, Padraig, Katie and Siobhan, live in Traverse City, Michigan. In her free time, she loves to run, spend time with her family and watch NCAA football.
Jessica is passionate about the Grand Traverse Region and is dedicated to ensuring it is a thriving economy where people can live, work, and play for future generations. Her commitment to this vision is evident through her extensive involvement with various community and charity organizations. Over the years, Jessica has collaborated with numerous local nonprofits, spearheading initiatives that address critical social issues and enhance the quality of life for residents.