Wealth transfer

The reasons for change in your business and family lives are myriad. Dreams change, circumstances change, personnel change… and in response, you need to modify your plans, structures, and roles to ensure continued success.

Our Wealth Transfer
services are about

Preparation & Transition

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

  • passing your business or practice from one generation to the next
  • selling your business or practice to a third party
  • expanding your business
  • staying in the business but downsizing your role
  • activating your next CEO or senior partner
  • transitioning from your business to your next project
  • downsizing your family home

Here are a few examples of the tasks involved in preparing for these transitions:

  • tax planning across your financial plan, estate plan, and investments
  • tax efficiency review
  • transition-risk insurance
  • coaching to help you or someone in your family business move smoothly from being fully-immersed in your business to a new role
  • identifying and preparing your next business leadership team
  • estate planning

Our advisor team and expert professional network have extensive experience guiding our family enterprise clients through these and many other changes. We take great pride in seeing our families and their businesses, practices, and wealth portfolios thrive through the decades.

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.

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

    Margaret and Alan
  • 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
  • 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
  • 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