{"id":38210,"date":"2023-12-23T11:15:20","date_gmt":"2023-12-23T11:15:20","guid":{"rendered":"https:\/\/legacyfamilyoffice.ca\/?page_id=38210"},"modified":"2024-05-03T20:06:05","modified_gmt":"2024-05-03T20:06:05","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/legacyfamilyoffice.ca\/wealth-management\/","title":{"rendered":"WEALTH\u00a0management"},"content":{"rendered":"\n[et_pb_section fb_built=”1″ admin_label=”Header” module_class=”vertical-slide-page-title” _builder_version=”4.21.0″ _module_preset=”default” background_image=”https:\/\/legacyfamilyoffice.ca\/wp-content\/uploads\/2023\/09\/familyOffice-bwb.png” locked=”off” collapsed=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.2″ _module_preset=”927ecdd3-d460-47d6-913c-2ca471c703f2″ header_font=”Playfair Display|500||on|||||” header_text_color=”#FFFFFF” header_font_size=”72px” header_line_height=”1.2em” header_font_size_tablet=”40px” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone” global_colors_info=”{%22gcid-4a53c4f2-10a4-4df5-aae5-66892dee9e02%22:%91%22header_text_color%22%93}”]

wealth management<\/h1>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_class=”vertical-slide” _builder_version=”4.21.0″ _module_preset=”default” background_color=”#F7F7F7″ min_height=”100%” custom_margin=”||||false|false” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_row column_structure=”3_4,1_4″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” _builder_version=”4.24.2″ _module_preset=”default” width=”100%” width_tablet=”100%” width_phone=”90%” width_last_edited=”on|phone” max_width=”2560px” min_height=”100%” custom_padding=”0px|||||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”3_4″ _builder_version=”4.21.0″ _module_preset=”default” background_enable_image=”off” parallax=”on” custom_padding_tablet=”100px||100px||false|false” custom_padding_phone=”50px||0px||false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”67703ff6-8613-469f-af59-e11b7192a7f2″ text_text_color=”#242424″ text_font_size=”24px” header_font_size=”60px” header_3_font_size=”26px” custom_margin=”80px|60px|80px|60px|true|true” custom_margin_tablet=”80px|60px|80px|60px|true|true” custom_margin_phone=”0px|0px|0px|0px|true|true” custom_margin_last_edited=”on|phone” custom_padding=”|0px||0px|false|true” animation_style=”slide” animation_direction=”left” text_font_size_tablet=”24px” text_font_size_phone=”18px” text_font_size_last_edited=”on|phone” header_font_size_tablet=”60px” header_font_size_phone=”40px” header_font_size_last_edited=”on|phone” inline_fonts=”Nunito,Lato” global_colors_info=”{}”]

Strategy & Planning<\/h1>\n

<\/strong><\/p>\n

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\u2014all vary by family enterprise.<\/p>\n

Supporting family members’ ventures requires evaluating their potential success. Offer business coaching if needed.<\/p>\n

Harmonizing long-term strategic plans for your family, business, and wealth network can pose challenges.<\/p>\n

A secure portfolio frees you from revenue worries and sets the stage for future adventures.<\/p>[\/et_pb_text][et_pb_button button_url=”\/contact” button_text=”Schedule a Consultation” _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”|60px||60px|false|true” custom_margin_tablet=”|60px||60px|false|true” custom_margin_phone=”20px|0px||0px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”||||false|true” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.21.0″ _module_preset=”default” background_enable_color=”off” custom_padding=”80px|150px|60px|60px|false|false” custom_padding_tablet=”|60px|||false|false” custom_padding_phone=”50px|0px||0px|false|true” custom_padding_last_edited=”on|desktop” border_style_all=”none” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” _builder_version=”4.21.0″ _module_preset=”default” width=”100%” width_tablet=”100%” width_phone=”90%” width_last_edited=”on|phone” max_width=”2560px” min_height=”100%” custom_padding=”0px|||||” global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on”][et_pb_column type=”2_5″ _builder_version=”4.21.0″ _module_preset=”default” background_enable_image=”off” parallax=”on” custom_padding_tablet=”100px||100px||false|false” custom_padding_phone=”50px||0px||false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”67703ff6-8613-469f-af59-e11b7192a7f2″ text_text_color=”#242424″ text_font_size=”24px” header_font_size=”60px” header_3_font_size=”26px” custom_margin=”80px|60px|80px|60px|true|true” custom_margin_tablet=”80px|60px|80px|60px|true|true” custom_margin_phone=”0px|0px|0px|0px|true|true” custom_margin_last_edited=”on|phone” custom_padding=”|0px||0px|false|true” animation_style=”slide” animation_direction=”left” text_font_size_tablet=”24px” text_font_size_phone=”18px” text_font_size_last_edited=”on|phone” header_font_size_tablet=”60px” header_font_size_phone=”40px” header_font_size_last_edited=”on|phone” inline_fonts=”Nunito,Lato” global_colors_info=”{}”]

Strategy & Planning<\/h1>\n

<\/strong><\/p>\n

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\u2014all vary by family enterprise.<\/p>\n

Supporting family members’ ventures requires evaluating their potential success. Offer business coaching if needed.<\/p>\n

Harmonizing long-term strategic plans for your family, business, and wealth network can pose challenges.<\/p>\n

A secure portfolio frees you from revenue worries and sets the stage for future adventures.<\/p>[\/et_pb_text][et_pb_button button_url=”\/contact” button_text=”Schedule a Consultation” _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”|60px||60px|false|true” custom_margin_tablet=”|60px||60px|false|true” custom_margin_phone=”20px|0px||0px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”||||false|true” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.21.0″ _module_preset=”default” background_enable_color=”off” custom_padding=”80px|150px|60px|60px|false|false” custom_padding_tablet=”|60px|||false|false” custom_padding_phone=”50px|0px||0px|false|true” custom_padding_last_edited=”on|desktop” border_style_all=”none” global_colors_info=”{}”][et_pb_video src=”https:\/\/vimeo.com\/161859445″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_video][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Header” module_class=”vertical-slide” _builder_version=”4.21.0″ _module_preset=”default” background_color=”#F7F7F7″ animation_style=”slide” custom_css_before=”background-color: #cbd9dc!important;” collapsed=”off” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”4.21.0″ _module_preset=”default” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding_tablet=”” custom_padding_phone=”0px||0px||false|false” animation_style=”slide” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”dec16727-d01a-41a0-a995-f415ab88986c” header_font=”Playfair Display|500|||||||” header_font_size=”70px” header_line_height=”1.2em” header_font_size_tablet=”40px” header_font_size_phone=”36px” header_font_size_last_edited=”on|desktop” global_colors_info=”{}”]

Wealth Management Services<\/h1>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.21.0″ _module_preset=”default” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_margin=”|auto|-20px|auto||” animation_style=”slide” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”||20px||false|false” border_color_all=”#003E51″ border_width_bottom=”1px” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”3157d2dc-bc5c-4828-84d9-db2d95849659″ text_text_color=”#003E51″ text_font_size=”20px” header_4_font=”Playfair Display|500|||||||” header_4_font_size=”19px” header_4_line_height=”1.4em” width=”70%” width_tablet=”70%” width_phone=”100%” width_last_edited=”on|phone” custom_margin=”||0px||false|false” header_4_font_size_tablet=”16px” header_4_font_size_phone=”15px” header_4_font_size_last_edited=”on|desktop” global_colors_info=”{}”]

Strategic Planning<\/p>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”||20px||false|false” border_color_all=”#003E51″ border_width_bottom=”1px” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”3157d2dc-bc5c-4828-84d9-db2d95849659″ text_text_color=”#003E51″ text_font_size=”20px” header_4_font=”Playfair Display|500|||||||” header_4_font_size=”19px” header_4_line_height=”1.4em” width=”70%” width_tablet=”70%” width_phone=”100%” width_last_edited=”on|phone” custom_margin=”||0px||false|false” header_4_font_size_tablet=”16px” header_4_font_size_phone=”15px” header_4_font_size_last_edited=”on|desktop” global_colors_info=”{}”]

Family Meetings<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.21.0″ _module_preset=”default” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_margin=”|auto|-20px|auto||” animation_style=”slide” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”||20px||false|false” border_color_all=”#003E51″ border_width_bottom=”1px” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”3157d2dc-bc5c-4828-84d9-db2d95849659″ text_text_color=”#003E51″ text_font_size=”20px” header_4_font=”Playfair Display|500|||||||” header_4_font_size=”19px” header_4_line_height=”1.4em” width=”70%” width_tablet=”70%” width_phone=”100%” width_last_edited=”on|phone” custom_margin=”||0px||false|false” header_4_font_size_tablet=”16px” header_4_font_size_phone=”15px” header_4_font_size_last_edited=”on|desktop” global_colors_info=”{}”]

Bookkeeping (monthly\/annual cash flow planning)<\/p>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”||20px||false|false” border_color_all=”#003E51″ border_width_bottom=”1px” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”3157d2dc-bc5c-4828-84d9-db2d95849659″ text_text_color=”#003E51″ text_font_size=”20px” header_4_font=”Playfair Display|500|||||||” header_4_font_size=”19px” header_4_line_height=”1.4em” width=”70%” width_tablet=”70%” width_phone=”100%” width_last_edited=”on|phone” custom_margin=”||0px||false|false” header_4_font_size_tablet=”16px” header_4_font_size_phone=”15px” header_4_font_size_last_edited=”on|desktop” global_colors_info=”{}”]

Discipline Around Accumulating Money<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.21.0″ _module_preset=”default” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_margin=”|auto|-20px|auto||” animation_style=”slide” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”||20px||false|false” border_color_all=”#003E51″ border_width_bottom=”1px” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”3157d2dc-bc5c-4828-84d9-db2d95849659″ text_text_color=”#003E51″ text_font_size=”20px” header_4_font=”Playfair Display|500|||||||” header_4_font_size=”19px” header_4_line_height=”1.4em” width=”70%” width_tablet=”70%” width_phone=”100%” width_last_edited=”on|phone” custom_margin=”||0px||false|false” header_4_font_size_tablet=”16px” header_4_font_size_phone=”15px” header_4_font_size_last_edited=”on|desktop” global_colors_info=”{}”]

Setting Up Growth-Style Investments<\/p>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”||20px||false|false” border_color_all=”#003E51″ border_width_bottom=”1px” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”3157d2dc-bc5c-4828-84d9-db2d95849659″ text_text_color=”#003E51″ text_font_size=”20px” header_4_font=”Playfair Display|500|||||||” header_4_font_size=”19px” header_4_line_height=”1.4em” width=”70%” width_tablet=”70%” width_phone=”100%” width_last_edited=”on|phone” custom_margin=”||0px||false|false” header_4_font_size_tablet=”16px” header_4_font_size_phone=”15px” header_4_font_size_last_edited=”on|desktop” global_colors_info=”{}”]

Long-Term, Tax-Efficient Gains<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” module_class=”vertical-slide” _builder_version=”4.21.0″ _module_preset=”default” background_color=”#F7F7F7″ custom_padding=”||0px|||” custom_padding_tablet=”||0px|||” custom_padding_phone=”0px||||false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” custom_padding_last_edited=”on|phone” module_id=”four” _builder_version=”4.21.0″ _module_preset=”default” width=”90%” max_width=”2560px” min_height=”100%” custom_margin_tablet=”” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”0px||10px|||” custom_padding_tablet=”0px||10px|||” custom_padding_phone=”0px||10px||false|false” border_style_all=”none” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.21.0″ _module_preset=”default” background_enable_image=”off” parallax=”on” custom_padding_tablet=”100px||100px||false|false” custom_padding_phone=”40px||0px||false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” header_font_size=”60px” custom_margin=”|7px||7px|false|true” custom_margin_tablet=”|7px||7px|false|true” custom_margin_phone=”|0px||0px|false|true” custom_margin_last_edited=”on|phone” animation_style=”slide” animation_direction=”left” header_font_size_tablet=”60px” header_font_size_phone=”40px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”]

Families-in-Business<\/h1>[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_font=”|300|||||||” text_text_color=”#242424″ text_font_size=”20px” header_font=”|300|||||||” header_font_size=”60px” header_3_font=”|300|||||||” header_3_font_size=”26px” min_height_tablet=”400px” min_height_phone=”350px” min_height_last_edited=”on|phone” custom_margin=”5px|10px|10px|10px|false|true” custom_margin_tablet=”5px|10px|10px|10px|false|true” custom_margin_phone=”5px|0px|0px|0px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”|0px||0px|false|true” animation_style=”slide” animation_direction=”left” text_font_size_tablet=”20px” text_font_size_phone=”18px” text_font_size_last_edited=”on|phone” inline_fonts=”Nunito,Lato” global_colors_info=”{}”]

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

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:<\/p>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.21.0″ _module_preset=”default” background_enable_color=”off” custom_padding=”0px|5px|0px|5px|false|false” custom_padding_tablet=”|60px|||false|false” custom_padding_phone=”20px|0px||0px|false|false” custom_padding_last_edited=”on|desktop” border_style_all=”none” global_colors_info=”{}”][dizo_image_hover image=”https:\/\/legacyfamilyoffice.ca\/wp-content\/uploads\/2023\/09\/familyOffice-bwb.png” image_height_settings=”on” effect_style=”modern” modern_style=”mdn-layla” t_suffix=”Family Office” content_text=”

We help Families in Business navigate the complexities of multi-generational financial affairs<\/span><\/p>” button_text=”Learn More” button_url=”\/family-office\/” button_url_new_window=”1″ content_valign=”on” overlay_bgcolor=”rgba(0,62,81,0.7)” module_link_url_new_window=”1″ _builder_version=”4.23.4″ _module_preset=”default” content_font=”|700|||||||” background_color=”RGBA(255,255,255,0)” custom_button=”on” button_use_icon=”off” min_height=”400px” custom_margin=”0px|5px|10px|5px|false|false” custom_margin_tablet=”0px|5px|10px|5px|false|false” custom_margin_phone=”0px|0px|10px|0px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”0px|5px|10px|5px|false|false” custom_padding_tablet=”0px|5px|10px|5px|false|false” custom_padding_phone=”0px|0px|10px|0px|false|true” custom_padding_last_edited=”on|phone” animation_style=”slide” global_colors_info=”{}”][\/dizo_image_hover][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.21.0″ _module_preset=”default” background_enable_color=”off” custom_padding=”0px|10px|0px|10px|false|false” custom_padding_tablet=”|60px|||false|false” custom_padding_phone=”20px|0px||0px|false|false” custom_padding_last_edited=”on|desktop” border_style_all=”none” global_colors_info=”{}”][dizo_image_hover image=”https:\/\/legacyfamilyoffice.ca\/wp-content\/uploads\/2023\/09\/Enterprise-Oversight-bwb.png” image_height_settings=”on” effect_style=”modern” modern_style=”mdn-layla” t_suffix=”Enterprise Oversight” content_text=”

We facilitate dialogue\/conversations around topics such as leadership development and shifting roles in changing family structures.<\/span><\/p>” button_text=”Learn More” button_url=”\/enterprise-oversight\/” button_url_new_window=”1″ content_valign=”on” text_background_bgcolor=”RGBA(255,255,255,0)” text_background_color_gradient_1=”#000000″ text_background_color_gradient_2=”#003E51″ overlay_bgcolor=”rgba(0,62,81,0.7)” suffix_background_bgcolor=”RGBA(255,255,255,0)” module_link_url_new_window=”1″ _builder_version=”4.23.4″ _module_preset=”default” content_font=”|700|||||||” background_color=”RGBA(255,255,255,0)” custom_button=”on” button_use_icon=”off” min_height=”400px” custom_margin=”0px|5px|10px|5px|false|false” custom_margin_tablet=”0px|5px|10px|5px|false|false” custom_margin_phone=”0px|0px|10px|0px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”0px|5px|10px|5px|false|false” custom_padding_tablet=”0px|5px|10px|5px|false|false” custom_padding_phone=”0px|0px|10px|0px|false|true” custom_padding_last_edited=”on|phone” animation_style=”slide” global_colors_info=”{}”][\/dizo_image_hover][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” custom_padding_last_edited=”on|phone” module_id=”four” _builder_version=”4.21.0″ _module_preset=”default” width=”90%” max_width=”2560px” min_height=”100%” custom_margin_tablet=”” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”0px||10px|||” custom_padding_tablet=”0px||10px|||” custom_padding_phone=”0px||10px||false|false” border_style_all=”none” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.21.0″ _module_preset=”default” background_enable_image=”off” parallax=”on” custom_padding_tablet=”100px||100px||false|false” custom_padding_phone=”40px||0px||false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{}”][dizo_image_hover image=”https:\/\/legacyfamilyoffice.ca\/wp-content\/uploads\/2023\/09\/wealth-management-bwb.png” image_height_settings=”on” effect_style=”modern” modern_style=”mdn-layla” t_suffix=”Wealth Management” content_text=”

Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.<\/span><\/p>” button_text=”Learn More” button_url=”\/wealth-management\/” button_url_new_window=”1″ content_valign=”on” overlay_bgcolor=”rgba(0,62,81,0.7)” module_link_url_new_window=”1″ _builder_version=”4.24.2″ _module_preset=”default” content_font=”|700|||||||” background_color=”RGBA(255,255,255,0)” custom_button=”on” button_use_icon=”off” custom_margin=”|5px|10px|5px|false|false” custom_margin_tablet=”0px|5px|10px|5px|false|false” custom_margin_phone=”0px|0px|10px|0px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”0px|5px|10px|5px|false|false” custom_padding_tablet=”0px|5px|10px|5px|false|false” custom_padding_phone=”0px|0px|10px|0px|false|true” custom_padding_last_edited=”on|phone” animation_style=”slide” global_colors_info=”{}”][\/dizo_image_hover][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.21.0″ _module_preset=”default” background_enable_color=”off” custom_padding=”0px|5px|0px|5px|false|false” custom_padding_tablet=”|60px|||false|false” custom_padding_phone=”20px|0px||0px|false|false” custom_padding_last_edited=”on|desktop” border_style_all=”none” global_colors_info=”{}”][dizo_image_hover image=”https:\/\/legacyfamilyoffice.ca\/wp-content\/uploads\/2023\/09\/wealth-transfer-bwb.png” image_height_settings=”on” effect_style=”modern” modern_style=”mdn-layla” t_suffix=”Wealth Transfer” content_text=”

We help clients explore tax-efficient strategies for transitioning wealth and legacy to the next generation and charitable giving.<\/span><\/p>” button_text=”Learn More” button_url=”\/wealth-transfer\/” button_url_new_window=”1″ content_valign=”on” overlay_bgcolor=”rgba(0,62,81,0.7)” module_link_url_new_window=”1″ _builder_version=”4.24.2″ _module_preset=”default” content_font=”|700|||||||” background_color=”RGBA(255,255,255,0)” custom_button=”on” button_use_icon=”off” custom_margin=”|5px|10px|5px|false|false” custom_margin_tablet=”0px|5px|10px|5px|false|false” custom_margin_phone=”0px|0px|10px|0px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”0px|5px|10px|5px|false|false” custom_padding_tablet=”0px|5px|10px|5px|false|false” custom_padding_phone=”0px|0px|10px|0px|false|true” custom_padding_last_edited=”on|phone” animation_style=”slide” global_colors_info=”{}”][\/dizo_image_hover][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.21.0″ _module_preset=”default” background_enable_color=”off” custom_padding=”0px|10px|0px|10px|false|false” custom_padding_tablet=”|60px|||false|false” custom_padding_phone=”20px|0px||0px|false|false” custom_padding_last_edited=”on|desktop” border_style_all=”none” global_colors_info=”{}”][dizo_image_hover image=”https:\/\/legacyfamilyoffice.ca\/wp-content\/uploads\/2023\/09\/philantrhopic-bwb.png” image_height_settings=”on” effect_style=”modern” modern_style=”mdn-layla” t_suffix=”Philanthropic Planning” content_text=”

We guide affluent families to use their wealth for impactful societal contributions while preserving their legacy.<\/span><\/p>” button_text=”Learn More” button_url=”\/philanthropic-planning\/” button_url_new_window=”1″ content_valign=”on” overlay_bgcolor=”rgba(0,62,81,0.7)” module_link_url_new_window=”1″ _builder_version=”4.23.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” custom_button=”on” button_use_icon=”off” custom_margin=”0px|5px|10px|5px|false|false” custom_margin_tablet=”0px|5px|10px|5px|false|false” custom_margin_phone=”20px|0px|10px|0px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”0px|5px|10px|5px|false|false” custom_padding_tablet=”0px|5px|10px|5px|false|false” custom_padding_phone=”0px|0px|10px|0px|false|true” custom_padding_last_edited=”on|phone” animation_style=”slide” global_colors_info=”{}”][\/dizo_image_hover][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”0px||0px|||” custom_padding_tablet=”0px||0px|||” custom_padding_phone=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_5″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_icon font_icon=”;||divi||400″ icon_color=”#66A1B8″ icon_width=”65px” url=”#team” icon_width_tablet=”65px” icon_width_phone=”45px” icon_width_last_edited=”on|phone” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_icon][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Testimonial Style37 Section” module_class=”vertical-slide” _builder_version=”4.21.0″ _module_preset=”default” background_color=”#F7F7F7″ custom_padding=”0px||0px||false|false” custom_css_main_element=”||” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ admin_label=”Testimonial Style37 – 1 Column” _builder_version=”4.21.0″ _module_preset=”default” width=”90%” max_width=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”67703ff6-8613-469f-af59-e11b7192a7f2″ text_text_color=”#242424″ text_font_size=”20px” header_font_size=”60px” header_3_font_size=”26px” min_height=”250px” min_height_tablet=”250px” min_height_phone=”auto” min_height_last_edited=”on|phone” custom_margin=”125px|10px||10px|false|true” custom_margin_tablet=”125px|10px||10px|false|true” custom_margin_phone=”0px|0px||0px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”|0px||0px|false|true” animation_style=”slide” animation_direction=”left” header_font_size_tablet=”60px” header_font_size_phone=”40px” header_font_size_last_edited=”on|phone” inline_fonts=”Nunito,Lato” global_colors_info=”{}” custom_css_main_element_last_edited=”on|phone” custom_css_main_element_phone=”min-height: auto !important;”]

Client
Testimonials<\/h1>[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_slider arrows_custom_color=”#0077b6″ dot_nav_custom_color=”#0077b6″ admin_label=”Image & Description & Name & Position” module_class=”dp_testimonial_style37″ _builder_version=”4.21.0″ _module_preset=”default” body_font_size=”24px” background_color=”rgba(0,0,0,0)” custom_margin=”0px||||false|false” custom_css_slide_description=”float: none;||width: 100%;||text-align: center;||margin-top: -18px;||text-shadow: none;||padding: 13% 8%;” custom_css_slide_active_controller=”width:30px;” custom_css_slide_image=”top:0; ||margin-top:0 !important; ||width:100%;” global_colors_info=”{}” custom_css_slide_description_last_edited=”on|phone” custom_css_slide_description_tablet=”margin-top:17px;||float: none;||width: 100%;||text-align: center;||text-shadow: none;” custom_css_slide_description_phone=”margin-top:0;||float: none;||width: 100%;||text-align: center;||text-shadow: none;||padding: 0 0 16%;”][et_pb_slide heading=”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\u2019s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we\u2019d always dreamed of \u2013 without worry.” _builder_version=”4.21.0″ _module_preset=”default” header_font=”|600|on||||||” header_text_color=”#666″ header_font_size=”24px” header_line_height=”1.4em” body_font=”|600|||||||” body_text_color=”#003E51″ body_font_size=”20px” border_radii_image=”on|50%|50%|50%|50%” global_colors_info=”{}” sticky_transition=”on”]

– Alan and Margaret<\/p>[\/et_pb_slide][et_pb_slide heading=”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\u2019t know what we would\u2019ve done without their guidance and support (over the last 5 years).” _builder_version=”4.21.0″ _module_preset=”default” header_font=”|600|on||||||” header_text_color=”#666″ header_font_size=”20px” header_line_height=”1.4em” body_font=”|600|||||||” body_text_color=”#003E51″ body_font_size=”20px” border_radii_image=”on|50%|50%|50%|50%” global_colors_info=”{}” sticky_transition=”on”]

– Naomi & Family<\/p>[\/et_pb_slide][et_pb_slide heading=”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.” _builder_version=”4.21.0″ _module_preset=”default” header_font=”|600|on||||||” header_text_color=”#666″ header_font_size=”20px” header_line_height=”1.4em” body_font=”|600|||||||” body_text_color=”#003E51″ body_font_size=”20px” border_radii_image=”on|50%|50%|50%|50%” global_colors_info=”{}” sticky_transition=”on”]

– Colin & Catherine<\/p>[\/et_pb_slide][\/et_pb_slider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”67703ff6-8613-469f-af59-e11b7192a7f2″ text_text_color=”#242424″ text_font_size=”24px” header_font_size=”60px” header_3_font_size=”26px” custom_margin=”3px|60px|3px|60px|true|true” custom_margin_tablet=”80px|60px|80px|60px|true|true” custom_margin_phone=”0px|0px|0px|0px|true|true” custom_margin_last_edited=”on|phone” custom_padding=”|0px||0px|false|true” animation_style=”slide” animation_direction=”left” text_font_size_tablet=”24px” text_font_size_phone=”18px” text_font_size_last_edited=”on|phone” header_font_size_tablet=”60px” header_font_size_phone=”40px” header_font_size_last_edited=”on|phone” inline_fonts=”Nunito,Lato” global_colors_info=”{}”]

Embark on Your Journey with Confidence<\/strong><\/span><\/p>\n

<\/strong><\/p>\n

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.<\/p>[\/et_pb_text][et_pb_button button_url=”\/contact” button_text=”Schedule a Consultation” _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”50px|60px||60px|false|true” custom_margin_tablet=”|60px||60px|false|true” custom_margin_phone=”20px|0px||0px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”||||false|true” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"

wealth managementStrategy & 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\u2014all 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, […]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"yoast_head":"\nWEALTH\u00a0management - Legacy Family Office<\/title>\n<meta name=\"description\" content=\"Multi-generational Family Office focused on families-in-business. 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