Transitioning Towards Next Generation Owners
“We have trained, you have developed, and they have the capability and the work ethic to take over this amazing family business” Our focus is […]
Continue Reading“We have trained, you have developed, and they have the capability and the work ethic to take over this amazing family business” Our focus is […]
“We have trained, you have developed, and they have the capability and the work ethic to take over this amazing family business” Our focus is […]
Continue ReadingAs a Family Office, we don’t just work with the business – we spend significant time with the family itself. From the complexities of ownership […]
Continue ReadingThe education system is failing our children financially Nearly every young adult in Canada emerges from our schools woefully underprepared for the financial realities of […]
Continue ReadingWe had the pleasure of sitting down with Chris McGiffen from Marret Asset Management, where he outlined the year that was (2022), and what we […]
Continue ReadingOur clients look to us for more than just taking care of their family and their retirement – they are looking for ways to impact […]
Continue ReadingIn the world of investing, time is your friend When you think of how time helps you achieve investment objectives, the first thing that comes […]
Continue ReadingThe right time to begin planning for selling or transitioning the business you created to the next generation – or the next owner – is […]
Continue ReadingAs we all know, life never ceases to present new challenges. At Legacy Family Office, we walk those paths with our clients, assisting them every […]
Continue ReadingFamilies – especially families in business and families of wealth – can be complex. Many time, potential clients we work with don’t even realize the […]
Continue ReadingYou’ve met many investment advisors over the years. Some have been good, others perhaps not so much. What makes Legacy Family Office different is that […]
Continue ReadingIt’s been our experience when dealing with aging clients as well as their estates, that there are a number of very important tools to have […]
Continue ReadingDuring your working years, many types of insurance are usually considered to be necessary. For example, life insurance protects your family’s financial security and disability […]
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