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.

Using selected experts only when needed gives our wealthy and business families access to advanced support on a smart budget. The expanded-when-needed team serves both the family and the enterprise by exploring the often-hidden needs of the family and/or the business, especially where the two elements intertwine. Our specialists, with our oversight, then help the family in business develop action plans to move the enterprise forward to the next level resulting in a successful transfer of wealth.

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.

  • 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
  • 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
  • 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 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
  • 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
  • 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
  • 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
  • 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