Landmark 828

Your Proactive and Holistic Partners

We simplify the financial lives of families and business owners by providing custom advice and solutions to help you manage life's complexities.

We collaborate with you to create enduring, unique family office services that are aligned with your values and goals that will help you to achieve your financial and personal objectives.

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Meet Our Team

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Combining Proactive Planning and the Virtual Family Office Experience.

We recognize that our best clients want PROACTIVE and HOLISTIC planning.

That is why at Landmark 828 we have upgraded to a 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.

Maximizing Our Clients' Potential Through Proactive & Holistic Planning
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