Family Legacy Inc, based in Pasadena, CA, is a trusted and experienced advisory business specializing in protecting and transferring wealth for businesses and individuals. With over 30 years of expertise, this family-owned company offers a comprehensive and integrated approach to wealth management, led by their President, Tony Yu, who holds multiple professional certifications. They work closely with clients' existing advisors to provide personalized solutions and are a member of the M Financial Group.
DSG Family Legacy Insurance Solutions, Inc., a member of M Financial Group, is an independently owned and operated company that offers securities and investment advisory services through M Holdings Securities, Inc. With a focus on protecting and transferring financial legacies, they provide a range of services including business wealth protection, wealth tax planning, and wealth succession. Their team of experienced professionals ensures that clients' wealth is safeguarded and efficiently managed for future generations.
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