Family office

Opinions, values, goals, and desired choices will vary among family members who also run a business or practice together. Sometimes families in business will avoid the tough questions for a long time because they don’t want to upset important family relationships.

Our Family Office
services are about

Stability & Leadership

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

  • Succession planning and leadership development
  • Book keeping (monthly/annual cashflow planning)

  • Family meetings
  • Strategic business plan
  • Philanthropic & charitable giving strategies

  • Tactical wealth transition
  • Tax planning and tax returns
  • Financial coaching for the next generation

  • Coordination with other professional advisors

Opinions, values, and goals will vary among family members who also run a business or make important decisions together. Sometimes these families will avoid asking the tough questions for a long time because they don’t want to upset important family relationships.

The Legacy Family Office team specializes in leading family meetings, where we assist in educating, advising, and facilitating discussion around the tough questions. This enables our clients to navigate the complexities of their enterprise’s multi-generational financial affairs.

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.

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

    Muriel
  • 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
  • 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
  • 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