1. Acceptance of Terms
By accessing or using the website located at www.legacympgroup.com, or by engaging the services of Legacy Managing Partners and Advisors LLC (“LMP,” “we,” “us,” or “our”), you (“Client,” “user,” or “you”) agree to be bound by these Terms of Service (“Terms”). If you do not agree to all of these Terms, you must immediately cease use of our website and services.
2. Description of Services
Legacy Managing Partners and Advisors LLC provides financial advisory consulting, wealth management guidance, cash flow planning, budget analysis, and related financial reporting services. Our services are tailored primarily to high-income professionals including professional athletes and their representatives. We do not execute securities trades, hold client assets, or serve as a registered investment adviser unless separately disclosed in a written advisory agreement.
3. Eligibility
To use our services, you must:
• Be at least 18 years of age
• Be a legal resident or entity organized in the United States
• Have the legal authority to enter into binding contracts
• Not be prohibited from receiving our services under applicable law
4. Client Relationship & Engagement
No formal advisory relationship is established solely by accessing this website. A binding engagement is only formed upon execution of a written Client Service Agreement. All services described on our website are illustrative and subject to the specific terms of any executed agreement between you and Legacy Managing Partners and Advisors LLC.
5. Intellectual Property
All content on www.legacympgroup.com, including but not limited to reports, financial models, text, graphics, logos, and software, is the exclusive property of Legacy Managing Partners and Advisors LLC or its licensors and is protected by applicable copyright, trademark, and intellectual property laws. You may not reproduce, distribute, modify, or create derivative works without prior written consent.
6. Confidentiality
Information shared with us in the course of your engagement is treated as confidential in accordance with our Privacy Policy and any executed engagement agreement. We will not disclose your personal financial information to third parties except as required by law or as necessary to deliver contracted services.
7. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, LEGACY MANAGING PARTNERS AND ADVISORS LLC, ITS PRINCIPALS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES ARISING FROM YOUR USE OF OUR SERVICES OR WEBSITE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR TOTAL LIABILITY SHALL NOT EXCEED THE FEES PAID BY YOU IN THE THREE (3) MONTHS PRECEDING THE CLAIM.
8. Indemnification
You agree to indemnify, defend, and hold harmless Legacy Managing Partners and Advisors LLC and its principals, officers, employees, and agents from any claims, losses, damages, liabilities, and expenses (including reasonable attorney’s fees) arising from your use of our services, your violation of these Terms, or your violation of any applicable law.
9. Governing Law & Dispute Resolution
These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to conflict of law principles. Any dispute arising from these Terms or our services shall first be submitted to non-binding mediation in Orange County, Florida. If unresolved, disputes shall be submitted to binding arbitration under the rules of the American Arbitration Association.
10. Modifications to Terms
We reserve the right to modify these Terms at any time. Updated Terms will be posted on www.legacympgroup.com with a revised effective date. Continued use of our services after any modification constitutes your acceptance of the revised Terms.
11. Termination
We reserve the right to suspend or terminate your access to our services at our sole discretion, with or without notice, for conduct that we believe violates these Terms or is harmful to other clients, us, third parties, or for any other reason.
12. Contact
For questions regarding these Terms of Service, please contact us at:
Legacy Managing Partners and Advisors LLC
9145 Narcoossee Rd #206, Orlando, FL 32827
Email: Info@legacympgroup.com