About The Ventura Legacy Group, APC

At its organizational roots, The Ventura Legacy Group, APC is an estate planning law firm; one that recognizes that estate planning has profound implications in the construct of people’s personal Legacies. For this reason, The Ventura Legacy Group, APC was founded on the fundamental belief that estate planning lawyers can and should do more to help clients build better Legacies. We coined the term “Fulfilling Legacy” to describe a Legacy that leads its creator to a more satisfying life with a higher sense of purpose and well-being. We deliver our services with the underlying purpose of helping clients build Fulfilling Legacies – because that is ultimately how we make the most significant impact in their lives.
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Our Vision for creating the service value necessary to achieve sustainable productivity growth in the emerging Knowledge-based Economy is to modernize the practice of law with new forms of technology-powered productivity to deliver what clients will increasingly demand from all service sectors: innovative services that more effortlessly explore their personal needs, that deliver simplified solutions, and that augment human and social functionality.
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The Ventura Legacy Group, APC was founded with a Mission to help clients improve their Virtual Family Office structures so that they may build, transfer and preserve their wealth with higher organizational efficiency and experience more meaningful success. Our focus is to offer clients unique service options that help them better meet the new socioeconomic challenges emerging in today’s family wealth planning arena – primarily in the areas of estate, business and tax planning.
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