Taking Care of Families in Business

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the Business of Family

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$10,000,000

Charitable Donations Facilitated

$10,000,000

Charitable Donations Facilitated

Why Legacy Family Office?

We understand the complexities of balancing family, business, and money. With a multi-generational team and its own succession plan in place, Legacy is here to serve your family today and for generations to come. We pride ourselves on being a trusted partner to families in business and have a proven track record of reducing risk, maintaining healthy relationships, and driving impactful financial results.

Contact us today to see how we can help you ensure the vision for your legacy is clear and your next generation is guided by exceptional leadership. Don’t let the odds of survival be against you, let Legacy Family Office guide you through the journey of protecting your family’s wealth and legacy that you worked so hard to build.

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Your Trusted Partner

As a trusted partner to families-in-business, we have seen the difference advice can make. Poor advice often results in misguided decisions, lack of support and an inadequate succession plan. On the other hand, sound guidance – including intergenerational support, governance and the right succession plan – allows companies to survive, leaders to thrive and families to achieve harmony.

 

This is exactly what we provide at
Legacy Family Office.

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Families-in-Business

We offer a full range of family office services, which we custom-fit to your own unique business, professional and family needs.

As a family office, we provide our clients with a full range of services designed to ensure that they have the confidence to make decisions that will impact their family enterprise for generations to come. These services fall into five primary categories:

Family Office

We help Families in Business navigate the complexities of multi-generational financial affairs

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Enterprise Oversight

We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.

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Wealth Management

Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.

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Wealth Transfer

We help clients explore tax-efficient strategies for transitioning wealth and legacy to the next generation and charitable giving.

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Philanthropic Planning

We guide affluent families to use their wealth for impactful societal contributions while preserving their legacy.

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The Legacy Family Office Team

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Embark on Your Journey with Confidence

Your future and the heritage you build deserve unparalleled care and expertise. Schedule a consultation with us today to uncover how we can customize our support for your unique needs, ensuring your vision is realized and your legacy is preserved for generations to come.

Schedule a Consultation

Client
Testimonials

Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.

– Alan and Margaret

I know so many families where only one person manages the finances. Having Legacy Family Office both involved and taking care of your entire family has been vital to building our legacy. I don’t know what we would’ve done without their guidance and support (over the last 5 years).

– Naomi & Family

Legacy has assisted yet another generation of our family by providing investment, inheritance and property planning for our mother at a time when she was very much in need of help.

– Colin & Catherine

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