Enterprise oversight

You are the expert in your business, but between juggling family, staff, and your other professional advisors, sometimes it feels like there is no time left for the bigger picture. Our team is able to partner with your and your other professionals to ensure all of these elements, as well as the important conversations around the business, take place, so you can focus on the things that really matter to you.

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. With a multi-generational team that is able to transition alongside your business, 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.

  • 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
  • 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.

    Rosemary and 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.

    Geoff & Asa
  • I can live my retirement relaxing in the knowledge that I am in really good hands.

    Muriel
  • 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).

    Naomi & Family
  • [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
  • 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.

    Sid & Lyn
  • 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
  • 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.

    Alan & Margaret