As the owner of a successful family enterprise, you’ve invested years in nurturing a legacy that has the potential to succeed for generations. Unfortunately, the odds of it surviving its next succession are not in your favour.
Family and business are complex ecosystems each made of up unique dynamics, personalities, time-lines, needs and desires. Put the two together and differences of opinion, disparate needs and unexpected life circumstances can cause things to go off the rails – threatening the well-being of your family, business and wealth.
As a trusted partner to families-in-business, we have seen the difference advice can make. Poor advice often results in misguided decisions, lack of support and an inadequate succession plan. On the other hand, sound guidance – including intergenerational support, governance and the right succession plan – allows companies to survive, leaders to thrive and families to achieve harmony. This is exactly what we provide at Legacy Family Office. Read More >
We help navigate the complexities of family, business and money – to protect your wealth and legacy for generations. With a multi-generational team and its own succession plan in place, Legacy is here to serve you today and well into the future. We educate, advise and facilitate healthy dialogue around these complex and emotional topics to help reduce risk, maintain healthy relationships and drive impactful financial results.
Ultimately, our purpose is to ensure the vision for your legacy is clear, that the next generation is guided by good leadership and that you have the confidence to make informed financial decisions in order to protect the ones you love as well as the legacy you have worked so hard to build.