LEGACY FAMILY OFFICE
Taking Care of
Families in Business
& the Business of Family.
Why Work with 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.
We help Families in Business navigate the complexities of multi-generational financial affairs.
We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.
Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.
We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.