For estate attorneys & CPAs
A fiduciary portfolio manager for the clients you advise.
When a client needs active, careful investment management for a trust or a significant estate, you want someone who understands the fiduciary weight involved and stays in their lane. That’s the work I do.
Clear lanes
I manage the portfolio. Your role in the relationship doesn’t change.
- Manage the investment portfolio
- Document investment decisions
- Coordinate with you on distributions and timing
- Report clearly to trustees
- Give legal advice
- Give tax advice or prepare returns
- Draft or interpret documents
- Compete for your role with the client
Your client relationship stays yours.
Paid only by clients. No commissions or product sales.
Assets are held at an independent custodian in the client’s or trust’s name.
Day-to-day investment decisions made on the client’s behalf, within agreed objectives.
You and your client work directly with Robert Reese.
Why professionals introduce clients here
Why attorneys and CPAs introduce clients here
When you introduce a client to an investment manager, it reflects on you. Trust and estate work asks for someone who is comfortable working inside a trust, under the prudent investor standard, and alongside counsel.
Reese Legacy Capital gives you and your client direct access to the person actually managing the portfolio, and stays in its lane: investment management, never legal or tax advice, and never competing for your role in the relationship.
What this means for your clients
What your client can expect
Whether it’s a trust, an estate or a family after a business sale, the basics are the same.
Managed under the prudent investor rule
Portfolios designed around Pennsylvania’s prudent investor rule (20 Pa.C.S. § 7203) and its total-return principles.
Direct coordination with you
With your client’s permission, regular and direct contact on distributions, timing, and anything that touches your work.
Documented decisions
A written record of the reasoning behind investment decisions, so trustees have a clear account of how the portfolio has been managed.
Built for significant portfolios
Active management for families after a liquidity event, a business sale, or an inheritance.
One point of contact
Your client works directly with the person making the decisions.
Registered and fee-only
A Pennsylvania-registered investment adviser acting as a fiduciary, paid only by clients.
Where I can help
Situations where I can help
Trusts that need a manager
A trustee who needs an investment manager for a new or existing trust, and a documented process to go with it.
Estates in transition
Assets moving through settlement that need to be positioned for the beneficiaries and the plan you’ve built.
Liquidity events
A business sale or other large, one-time event that leaves a client with a significant portfolio to manage.
Inherited wealth
Beneficiaries receiving meaningful assets who want steady, personal guidance on how they’re invested.
How an introduction works
How an introduction works
You introduce us
A short email or phone call. There’s nothing for you to fill out.
I meet with your client
An unhurried first conversation, with you included as much or as little as you’d like.
We coordinate as needed
Ongoing contact with you on anything that touches trust administration, tax, or legal matters.
You stay the trusted advisor
Your client still comes to you for legal and tax advice. I handle the investments.
Who you’ll be working with
Robert Reese
Robert holds the Series 65 and is the managing member and chief compliance officer of Reese Legacy Capital, a Pennsylvania-registered investment adviser focused on active portfolio management and trust accounts.
Before founding the firm, he managed the Reese Family Trust himself. That hands-on fiduciary work is what led him to build a firm around the standards trust and estate work demands.
- Series 65
- Penn State University
- Georgetown University
- NAPFA Associate Member
- XY Planning Network
- Fee-Only Network
Questions from professionals
Questions from attorneys and CPAs
Do you give legal or tax advice?
No. The firm provides investment management only. Legal and tax matters stay with you or the client’s other advisers, and I coordinate with you where the portfolio touches them.
Will I be kept informed?
With your client’s permission, yes. How closely you’re involved is up to you and your client, from a quick update to regular coordination.
Where are the assets held?
At Charles Schwab, an independent custodian, in the client’s or the trust’s own name.
How are fees charged?
Fee-only, as a percentage of assets under management on a tiered schedule, billed quarterly in arrears. Fees are negotiable. The full schedule is on the fees page.
Is there an account minimum?
$250,000, which may be reduced or waived on a case-by-case basis.
Get in touch
Have a client to introduce, or a question of your own?
Either way, a short conversation is all it takes. I’ll take it from there.
Disclosures
Reese Legacy Capital is a registered investment adviser in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Reese Legacy Capital provides investment management services only and does not provide legal or tax advice. This page is general information and is not personalized investment, tax, or legal advice. Membership in NAPFA, the XY Planning Network, or the Fee-Only Network does not imply endorsement by those organizations or a certain level of skill.
For a full description of services, fees, conflicts, and risks, request Form ADV Part 2A, or review the firm at adviserinfo.sec.gov.