Enterprise oversight

Security planning is a crucial phase of tending to a family enterprise’s and private family unit’s net worth. Some of it is about creating a solid and secure retirement or post-business/executive lifestyle for yourself, which is a “possibilities-focused” part of your plan; some of it is about preserving assets in case of an unexpected event, which is an important defensive part of your plan.

Our Enterprise Oversight
services are about

Possibilities & Protection

Here are some of the services we provide in this area:

  • Facilitating family meetings
  • Quarterbacking your advisory team
  • Wealth management of corporately held investments
  • Succession planning and leadership development
  • Risk assessment on the enterprise

Family members who are involved in the enterprise – as well as those who may have a different career journey – should all receive the necessary support to ensure that the family thrives together. A single family’s vision can yield many different goals!

We create dialogue around family, business, and money, so that your family knows that it has ongoing support from our team, providing unique perspectives on issues that family enterprises commonly face. We aim to understand the situation clearly, as the decisions that are made will impact generations to come.

To do this, we facilitate meetings to improve communication among family members who are involved in the enterprise, as well as those who may be impacted by these decisions but are not directly involved in the operations. We discuss topics that will impact your enterprise, such as leadership education and development, interpersonal differences, shifting roles and changing family structures, and retirement security. We also coordinate your advisory team to ensure the work gets done in a timely manner, and work hard to reduce risk and drive impactful results.

Being a member of the Family Enterprise Exchange (FEX) and Family Firm Institute (FFI), we constantly strive to learn more about other family enterprise pathways and challenges so that we can better serve you.

Services we offer for families-in-business:
Family Office

Family Office

We help Families in Business navigate the complexities of multi-generational financial affairs.

Enterprise Oversight

Enterprise Oversight

We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.

Wealth Management

Wealth Management

Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.

Wealth Transfer

Wealth Transfer

We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.

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

    Jim and Phyllis
  • 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
  • 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
  • Legacy has given us advice in a sincere, honest and ethical way, which has been important to us…

    Margaret and Alan
  • 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
  • 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.

    Margaret and Allan
  • I can live my retirement relaxing in the knowledge that I am in really good hands.

    Muriel
  • 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…

    Jim and Darlene