Wealth transfer

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.

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!

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

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.

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.

I can live my retirement relaxing in the knowledge that I am in really good hands.

[They are] never high-pressure salespeople, but look at our individual needs. I like having planners who know us and know our situation.

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…