What's Our Competitive ADVANTAGE

Mission Statement

FAMILY LEGACY ADMINISTRATION SERVICES, INC. is dedicated to being the industry leader in family philanthropy administration services, setting the standard in enabling families and their advisors to capture, preserve, and pass on a lasting legacy of meaningful social wealth to future generations.


We take the burden of on-going administration details away from trustees and board members, allowing them to focus on the philanthropic issues in which they most want to be involved, and place it in the hands of professionals who specialize in carrying out those administration functions at the highest level. From preparing annual federal tax returns to coordinating the distribution process to interacting with our clients, we exercise the greatest of care in delivering the finest quality and most professional level of service in the industry.

Our reporting system is unmatched in the charitable trust and private foundation marketplace. The investment our firm has made in client reporting is clearly evident in the easy to understand and highly attractive annual reports we deliver each year. Our ability to capture key trust and foundation financial information in a technically competent fashion, while at the same time reporting such information in a way that even a "layperson" can understand is unequaled within our industry. Not only do our clients and their advisors find that aspect of our business quite appealing, they also enjoy the reasonable and fair fee structure we have maintained over the years. It will always be our aim to deliver the highest quality at the most reasonable prices. We understand that excessive fees charged to a trust or foundation over many years can significantly reduce the amounts ultimately disbursed to charitable institutions. Our firm is in business to help charities grow, not to take money away from them.

Please continue to look through our site and see for yourself why Family Legacy Administration Services, Inc. is the leader in family philanthropy administration services.


© 2004 Family Legacy Administration Services, Inc.