wealth management

Strategy & Planning

Consider crucial questions: Risk versus growth options, the investment mix within your company versus external options, and accumulation at the enterprise versus the family level—all vary by family enterprise.

Supporting family members’ ventures requires evaluating their potential success. Offer business coaching if needed.

Harmonizing long-term strategic plans for your family, business, and wealth network can pose challenges.

A secure portfolio frees you from revenue worries and sets the stage for future adventures.

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Wealth Management Services

Strategic Planning

Family Meetings

Bookkeeping (monthly/annual cash flow planning)

Discipline Around Accumulating Money

Setting Up Growth-Style Investments

Long-Term, Tax-Efficient Gains

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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Embark on Your Journey with Confidence

Your future and the legacy you build deserve unparalleled care and expertise. Our team is here to ensure your vision is realized and preserved for generations to come. Don’t wait—schedule your consultation today and take the first step towards securing your 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