The Value of Charitable Giving

November 7, 2022

Our clients look to us for more than just taking care of their family and their retirement – they are looking for ways to impact […]

Fall 2022 Well-Advised Newsletter

October 20, 2022

In the world of investing, time is your friend When you think of how time helps you achieve investment objectives, the first thing that comes […]

Selling a Business

October 3, 2022

The right time to begin planning for selling or transitioning the business you created to the next generation – or the next owner – is […]

Helping Clients through Periods of Transition

August 29, 2022

As we all know, life never ceases to present new challenges. At Legacy Family Office, we walk those paths with our clients, assisting them every […]

Complexity and Priorities in Families

July 18, 2022

Families – especially families in business and families of wealth – can be complex. Many time, potential clients we work with don’t even realize the […]

Family Office is about more than just the investments…

June 8, 2022

You’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 […]

Family Offices – helping clients reach their goals and minimize risks along the way

May 2, 2022

Every family we work with has big goals and dreams – things they would like to accomplish that will impact the lives they’re living now, […]

World of Difference in Difficult Times

April 18, 2022

It’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 […]

The Families behind the Businesses

April 4, 2022

As a Family Office, we don’t just work with the business – we spend significant time with the family itself. From the complexities of ownership within […]

Will you need life and health insurance in retirement?

March 21, 2022

During 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 […]

Legacy For Generations

February 28, 2022

The wealth of a family is about more than just investments – it involves many aspects of your life. We focus on educating, facilitating, and […]

Winter 2022 Well Advised Newsletter

January 31, 2022

It’s the Year of the Tiger – what are you hoping to accomplish in 2022? The partners at Legacy Family Office have already begun holding […]