Credentials

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.

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.

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.

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.

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.

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.

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).

Whatever our circumstances, the Legacy Family Office team have responded with sound advice that always led to positive outcomes for our family. By viewing the whole picture of our lives, they’ve helped us chart a course to financial security, providing the expertise and financial tools along the way to get us there. We truly feel “Well Advised.”

Every meeting, we walk out knowing more and feeling a lot better about our situation. With your vast experience in the fields of both financial planning and investing, alongside your ability to adapt and listen, Shelly and I are very excited going forward. Thanks for taking this on and being a part of our goals.

I can live my retirement relaxing in the knowledge that I am in really good hands.

[They are] never high-pressure salespeople, but look at our individual needs. I like having planners who know us and know our situation.