We help families-in-business navigate the complexities of multi-generational financial affairs.

We educate, advise and facilitate the dialogue around family, money and business to protect your family and legacy.

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.

    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.

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    Our Team

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    Paul W. Lermitte

    Paul W. Lermitte

    Senior Wealth Advisor
    Jeff Hector

    Jeff Hector

    Senior Wealth Advisor
    Kelly Pather

    Kelly Pather

    Senior Wealth Advisor
    Ksenia Kovarsky

    Ksenia Kovarsky

    Financial Planner
    B. Spencer Rolls

    B. Spencer Rolls

    Financial Planner
    Brittany Adamson

    Brittany Adamson

    Financial Planner
    Jacqueline Wang

    Jacqueline Wang

    Administrative Associate
    May Yee

    May Yee

    Executive Assistant
    Aman Bhullar

    Aman Bhullar

    Client Service Associate