We offer a full range of family office services, which we custom-fit to your own unique business, professional and family needs.
As a Family Office, we provide our clients with a full range of services designed to ensure that they have the confidence to make decisions that will impact their family enterprise for generations to come. These services fall into four primary categories:
We help Families in Business navigate the complexities of multi-generational financial affairs.
We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.
Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.
We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.
With the solid plan Legacy engineered for us, we were able to accomplish many significant gains, and ensured our family’s wealth was in our hands…
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.
We have found one of the best reasons to have a financial planner is to be able to get a sober third party opinion about major decisions, and the associated expert input on financial ones!
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.
[They are] never high-pressure salespeople, but look at our individual needs. I like having planners who know us and know our situation.
There has been a lot of education for us along the way. We have benefited from this learning, have more intelligence, and still find the process very interesting and valuable.
I can live my retirement relaxing in the knowledge that I am in really good hands.
Legacy has given us advice in a sincere, honest and ethical way, which has been important to us…
Phone:
1 (604) 678-3003
Toll-Free:
1 (888) 687-8666
Email:
[email protected]