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

Book a Meeting With Our Team

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.

Family Office

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

Enterprise Oversight

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

Wealth Management

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

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.

Family office

Our Family Office services are about

Stability & Leadership

Family Office

Enterprise Oversight

Wealth Management

Wealth Transfer

Our Family Office
services are about