Family Office

Stability and Leadership

Opinions, values, and goals will vary among family members who also run a business or make important decisions together. Sometimes these families will avoid asking the tough questions for a long time because they don’t want to upset important family relationships.

The Legacy Family Office team specializes in leading family meetings, where we assist in educating, advising, and facilitating discussion around tough questions. This enables our clients to navigate the complexities of their enterprise’s multi-generational financial affairs.

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Family Office Services

Succession Planning And Leadership Development

Bookkeeping (monthly/annual cash flow planning)

Family Meetings

Strategic Business Plan

Philanthropic & Charitable Giving Strategies

Tactical Wealth Transition

Financial Coaching For The Next Generation

Coordination with Other Professional Advisors

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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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

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.

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