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.