Taking Care of
Families in Business
& the Business of Family.

Protecting your family and legacy

For Generations

We’re a multi-generational advisory firm helping you navigate the complexities of family, money and business. We educate, advise and facilitate healthy dialogue and decision making – protecting your family and legacy for generations.

Services we offer for families-in-business:
Family Office

Family Office

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

Enterprise Oversight

Enterprise Oversight

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

Wealth Management

Wealth Management

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

Wealth Transfer

Wealth Transfer

We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.

  • Legacy has given us advice in a sincere, honest and ethical way, which has been important to us…

    Margaret and Alan
  • With the solid plan Legacy engineered for us, we were able to accomplish many significant gains, and ensured our family’s wealth was in our hands…

    Jim and Darlene
  • Legacy’s main role has been as a mediator between the four partners of the company. The dynamics within the family-owned business differ greatly from most other companies, and Legacy advisors understand that.

    Leo, Frank, Carl, and Conny
  • We have found one of the best reasons to have a financial planner is to be able to get a sober third party opinion about major decisions, and the associated expert input on financial ones!

    Jim and Darlene
  • There has been a lot of education for us along the way. We have benefited from this learning, have more intelligence, and still find the process very interesting and valuable.

    Margaret and Allan
  • 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 and Catherine
  • [They are] never high-pressure salespeople, but look at our individual needs. I like having planners who know us and know our situation.

    Jim and Phyllis
  • I can live my retirement relaxing in the knowledge that I am in really good hands.


    why work with

    Legacy Family Office...

    We help navigate the complexities of family, business, and money in order to protect your wealth and legacy for generations.

    In order to bring you the best ideas and strategies, we are long-time members of the Family Enterprise Exchange (FEX) and Family Firm Institute (FFI) – this allows us to keep up to date with new research around the world that we can share with the families we work with.

    Our clients value the dialogue we facilitate with other experts they work with such as their legal and tax professionals – by leading conversations around family, business, and money with these experts, we ensure our clients wealth and legacy are protected.