IMPORANT: During COVID-19, our team continues to meet with clients virtually, and we are also welcoming on new clients. Please contact us if you have any questions: 604-678-3003

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.

  • Since we began working with the Legacy Family Office team nearly 5 years ago, through holding family meetings with our children and working with us to understand our needs, they helped us navigate the transition of selling our business, and then identified potential issues regarding our estate planning and family legacy. As a result, we were able to head off these issues so that they never became a problem. We sincerely value their care, wisdom, and guidance in looking after our family.

    Sid & Lyn
  • 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
  • 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’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
  • I have been extremely pleased in working with the Legacy Family Office team. They are professional, attentive to all of the details, and have worked hard to understand my family’s particular needs across the extended family. They see broadly and can also drill down to get done what needs doing. They have assisted with Trust matters, estate planning, business needs, philanthropic planning, and more. I can trust them to do an excellent job.

    Rosemary and Family
  • [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
  • We are so glad we began working with Legacy Family Office two years ago. They walked us through some tough questions and immediately identified – and addressed – significant gaps in our financial lives. Less than a year later, Geoff was diagnosed with Kidney Cancer. Without their help to put a proper Financial Plan in place and see it through, our business and personal finances may have taken a hit that would’ve taken years to recover from.

    Geoff & Asa
  • I can live my retirement relaxing in the knowledge that I am in really good hands.

    Muriel
  • 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 & Margaret

    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.