About SJD Legacy Group, LLC

SJD Legacy Group, LLC is an independent advisory partner to families, entrepreneurs, and closely held businesses. We bring decades of experience across estate strategy, business succession, real estate, and coordinated risk management. Our approach is collaborative and discreet—we listen first, then design pragmatic plans that align assets with purpose.

We measure success by clarity and continuity: helping clients protect what theyve built, transition leadership thoughtfully, and steward wealth for future generations.