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  • Legacy Family Office

  • Taking Care of Families in business...

  • ...and the business of family(TM)

  • Healthy Business : Healthy Family

  • Home
  • About You
    • Families in Business
    • Families of Wealth
    • Professional Families
  • About Us
    • Introductory Video
    • Credentials
    • Network
    • Values
    • About Assante
  • Our Services
    • Process
    • Accumulation
    • Transition
    • Security
    • Bottom Line
  • Our Team
    • Paul W. Lermitte
    • Jeff Hector
    • Kelly Pather
    • Ksenia Kovarsky
    • B. Spencer Rolls
    • Brittany Adamson
    • Carola Bartolomeo
    • Jacqueline Wang
    • May Yee
    • Aman Bhullar
  • Client Login
  • Contact Us
LEGACY FAMILY OFFICE
Assante Financial Management Ltd.
 

Phone: 1 (604) 678-3003
Toll-Free: 1 (888) 687-8666
Vancouver Office: 800 - 650 West Georgia Street, 8th Floor, Vancouver, BC, Canada
Surrey Office (Appointment Only): 310 - 15288 54A Avenue, Surrey, BC, Canada
Mailing Address: #800 - 650 West Georgia Street, Vancouver, BC, V6B 4N8, Canada

Email: [email protected]

 

Legacy Family Office serves multi-generational business families, wealthy families with complex structures, and professional families. We support our clients' financial well-being, stability, and longevity.

Each family, business, enterprise, and professional office is unique, and the issues and strengths you have require finely-honed strategies best suited to your own situation. Senior wealth advisors Paul W. Lermitte and Jeff Hector, along with the rest of the Legacy Family Office team, carefully craft personal plans for client families and their business enterprises to address the particular opportunities and challenges they encounter.

 

DISCLAIMER | ASSANTE | CLIENT LOGIN | © 2015 Legacy Family Office, Assante Financial Management Ltd.