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.
Leo, Frank, Carl, and Conny
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.
Colin and Catherine
Legacy has given us advice in a sincere, honest and ethical way, which has been important to us…
Margaret and Alan
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!
Jim and Darlene