CI Legacy is a subsidiary of Catalina Wealth Management dedicated to succession and legacy planning for the families and businesses who work with us.
CI Legacy was formed to address the major issues business owners face in succession planning for their business and estate. Our strategies may help business owners transfer their equity tax-efficiently, generate tax-efficient income in retirement, protect assets from creditors, and help in acquiring partner finance the purchase of the business.
In order to accommodate the multifaceted aspects of these strategies we partner with professionals across the country. Our agents work with your financial team including your tax advisor, estate planning attorney, and other professionals necessary to complete your plan design, implementation, and monitoring.