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Driven by Strategy.
Built on Leadership.

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Coordinated financial, personal, and business oversight designed to simplify complexity and support confident decision-making.

Our Philosophy

Build, Develop, Protect.

Everything we do at LMP aligns with three guiding principles:

Build

We help clients establish strong foundations — in their businesses, finances, and structures — so growth is intentional and sustainable.

Develop

We focus on optimization, performance, and long-term strategy. This includes refining systems, improving decision-making, and supporting growth over time.

Protect

We prioritize risk management, compliance, and asset protection to ensure clients’ work and wealth are safeguarded for the future.

Mission

Our mission is to provide clarity, control, and execution to individuals and businesses navigating complex financial and operational environments. Through simple, precise, and executable systems, we help clients optimize performance, protect resources, and generate measurable results.

Vision

Our vision is to be trusted management office recognized for professionalism, reliability, and excellence in execution. We aim to support clients not only in achieving success, but in building lasting legacies rooted in smart decisions, structure, and discipline.

Mission

To empower organizations with strategic, financial, and operational solutions that drive clarity, efficiency, and long-term success. We work closely with every client, understanding their challenges, opportunities, and goals, and delivering personalized strategies with measurable impact.

Vision

To become the leading strategic partner for businesses seeking disciplined growth, operational transformation, and multigenerational legacy protection. We aim to elevate businesses through innovation, expertise, and a deep commitment to excellence.

What we do

Simplifying Complexity, Delivering Results

At its core, LMP helps clients simplify complexity. We transform vision into clear, executable plans that are measurable, strategic, and sustainable. Our services are designed to help clients build strong foundations, develop scalable systems, and protect what they have worked hard to create.

Discover More
Bill Pay & Bookkeeping
Tax & Financial Coordination
Personal Management & Concierge
Real Estate & Asset Coordination
Business & Investment Coordination
Legal & Legacy Planning Coordination
our Team

Founders and Partners

LMP operates through a collaborative model. Our internal leadership team works closely with preferred partners across multiple disciplines, including accounting, legal, finance, and operations. This structure allows us to deliver comprehensive support while maintaining accountability, consistency, and high standards.

Every partner we work with is selected based on expertise, integrity, and alignment with LMP’s values. Together, we function as one coordinated team focused on our clients’ best interests.

George Rodriguez

Director Business Development

Rafael Carlot

Director of Finance/Accounting, CPA

Richard Almanzar

Director of Operations, MBA

Geraldine Rodriguez

Director of Team Development

Luis Rodriguez

CEO Legacy Sports Financial

Emerson Pimentel

Business & Real Estate Attorney

Carlos Castillo

Senior Customer Relationships Manager

Leidy Acosta

Senior Associate Master of Taxation

Karolina Hernandez

Accounting Analyst

Franklin Pena

Accounting Analyst

Victoria Sierra

Office Manager

Looking for answers?

Frequently asked questions

We provide strategic, financial, and operational advisory services that help businesses grow, optimize processes, improve profitability, and protect their long-term assets.

We serve small, mid-sized, and large organizations across various industries, including finance, real estate, professional services, hospitality, and international investment groups.

Yes. Every strategy, plan, and recommendation is tailored to the specific needs, challenges, and goals of each client.

Our services include business valuation, M&A support, strategic planning, SOP development, performance consulting, KPIs, accounting, tax planning, personal concierge, legal advisory, asset protection, investment guidance, and wealth planning.

Absolutely. We support international clients—especially in LATAM—with U.S. market strategy, FIRPTA guidance, entity structuring, and cross-border compliance.

We offer accounting, bookkeeping, tax preparation, and tax planning services to ensure compliance and maximize financial efficiency.

You can contact us at info@legacympgroup.com or via our website form.
We begin with a consultation to understand your needs and define the best approach.