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.

  • Every meeting, we walk out knowing more and feeling a lot better about our situation. With your vast experience in the fields of both financial planning and investing, alongside your ability to adapt and listen, Shelly and I are very excited going forward. Thanks for taking this on and being a part of our goals.

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

  • 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
  • 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
  • Whatever our circumstances, the Legacy Family Office team have responded with sound advice that always led to positive outcomes for our family. By viewing the whole picture of our lives, they’ve helped us chart a course to financial security, providing the expertise and financial tools along the way to get us there. We truly feel “Well Advised.”

    Nick & Elaine