
WE HELP FAMILIES-IN-BUSINESS NAVIGATE THE COMPLEXITIES OF MULTI-GENERATIONAL FINANCIAL AFFAIRS.
Our Guiding Principles
Build Relationships, Work In Partnership.
Build relationships to create trust and longevity with our clients and strategic partners so that we can work together to support the achievement of their family and business goals.
Nurture Balance.
Value, seek and promote balance for enduring success and peace of mind – whether in work versus life, business versus family, or financial risk versus security.
Be Generous Of Spirit.
Give back every day. Be generous with your resources. Support the people and organizations that you believe in.
Impact Generations.
Ensure that the decisions we make and advice we give are strategically aligned to make an impact that lasts for generations.
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.
Our Team
Dollars & Sense Book Series – advanced teaching tools for the family
Allowances, Dollars & Sense
A PROVEN SYSTEM FOR TEACHING YOUR KIDS ABOUT MONEY
GIVE YOUR KIDS THE GIFT OF FINANCIAL LITERACY. This popular book helps parents teach young children foundational lessons in financial literacy. Instilling positive financial values helps children:
- learn how to set goals and achieve results
- become money-smart consumers
- gain confidence in all of their decision-making
- develop consistent money habits and skills
- grow up to be responsible adults
Dreams, Dollars & Sense
STRATEGIES FOR TEACHING YOUR TEENS ABOUT MONEY
HELP YOUR TEENS ACHIEVE FINANCIAL SUCCESS. Paul’s second book and revised version provides parents of teens with age-appropriate advice and suggestions on fundamental financial topics. Help your teens:
- avoid the pitfalls of “marketing madness”
- learn about short-term savings and investments
- consider opportunities after high school
- develop business skills and get their first job
dream big, set goals, and achieve results
Decisions, Dollars & Sense
HELPING YOU NAVIGATE YOUR FINANCIAL FUTURE
MANAGE YOUR MONEY TO GAIN FINANCIAL FREEDOM. Third in the Family Finances series, this book provides young adults with sound financial guidance to help them create a personal strategy for wealth creation. This book will show you how to:
- identify your “money type” and “burn rate”
- manage your cash and use credit wisely
- avoid debt and save for your priorities
- invest now, without waiting for “extra money”
- set career goals to design the life you want