PH Robb Legacy Alliance has evolved from a half-century of experience with affluent families and their advisor teams. Our firm draws from dynamic multi-disciplinary expertise in varied and continuously evolving areas, with a constant focus on providing maximum value to our clients.

Firm Origin


We provide a unique and creative perspective, uncommon in the financial services sector. Our professionals represent diverse backgrounds including financial planning, chartered life underwriters, certified financial consultants, Masters in business administration, investment banking expertise, and industry innovators evidenced by multiple proprietary and patented resources.

As a result of our decades of interaction at the highest level of industries which serve affluent families, we have developed strong alliances with leading firms within the family office, private client service, trust, banking, insurance, and tax & legal disciplines. These Legacy Alliances are essential to providing independent best of class advice and meaningful results to the families we serve.

Key Drivers

Intellectual capital is the cornerstone of our organization.  By embracing change, education & innovation, by being independent, by keeping an open mind and an open architecture and by tasking a collaborative multi-disciplinary approach to client matters, we strive to be the industry leading organization in the field of legacy planning.

We strive to make a positive impact on our clients, our Legacy Alliance partners, without whom we could not deliver on our commitment to our clients  and on society in general.

A journey of a thousand miles must begin with a single step.
— Lao Tzu

Contact us at or call us at 1-(844)-501-2559