Wealth management

Of course, you already know that one of the wisest steps you can take to look after your family is to save and grow your assets. The first question is “how?” The other question is “how much?”

Our Wealth Management
services are about

Strategy & Planniing

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

  • strategic planning
  • family meetings
  • financial planning
  • discipline around accumulating money
  • setting up growth-style investments
  • long-term, tax-efficient gains

For example, what are the best risk-versus-growth options for you? Or, what mix of your investments should be held within your operating company versus a myriad of outside options? Another important decision: how much of your accumulation should occur at the enterprise level, and how much should be at the private family unit level? The answers to these questions vary widely from one family enterprise to another.

How about family members who want seed money to start their own business. They are clearly motivated to accumulate new assets of their own, and you want to support them in this, but is their venture a good choice? Or, if they have a good idea but you aren’t sure they understand all that goes into making it a success, would personally-crafted business coaching help them to make it work?

What about a conflict of opinions about what your overall family/business/wealth network’s long term strategic plan should look like? Does each family group within the larger enterprise each have a financial plan and accumulation strategy that they follow with discipline?

Success at creating a solid and secure portfolio for you, your family, and your enterprise will liberate you from worrying about circumstances that will prevent you or your business from earning your necessary annual revenue. It will also help you establish a healthy post-business income stream for that future day when you decide it’s time to explore other adventures.

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

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

    Muriel
  • [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
  • 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
  • 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
  • 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