What is a Financial Plan?

April 27, 2021

As a Family Office, we often speak about the value of developing a road map – what we call your ‘Financial Plan’ – but what […]

Motivation to Get Started – The Importance of the Soft Issues

March 25, 2021

As a family office, we understand the importance of first working on Tax Planning and Investment Strategies (for the business, real estate, and the investment […]

From the Pandemic: 4 Critical Lessons about Resiliency

March 18, 2021

Despite the hardships many faced, from difficult times come powerful lessons, and this pandemic was no different. Some of the thing we learned were practical, […]

Opportunities and Risks in Asset Ownership Between Generations

March 11, 2021

For most, asset ownership is an important part of their long-term financial plan, and likely one of the biggest financial decisions an individual or family […]

The Gift That Keeps On Giving

March 4, 2021

Philanthropy and a spirit of generosity has long been a focus for Legacy Family Office. We know first-hand how generous, you, our clients, are and […]

One Click Shopping – Give Yourself a Gift Everyday

February 25, 2021

This decade has had a start unlike many others. Although the COVID-19 pandemic has altered the way we do almost everything in our day-to-day lives, […]

What is a Family Office and Is It Right For You?

February 18, 2021

Although the global financial services industry has not settled on a uniform definition of a family office, a general definition can be made: an independent […]

Sustainable Investing: Socially Responsible and Profitable

February 4, 2021

“Real success can only come if there is a change in our societies and in our economics and in our politics.” – Sir David Attenborough […]

Winter 2021 Well-Advised Newsletter

January 28, 2021

The partners at Legacy Family Office have already begun holding our own personal 2021 AGMs and goal setting sessions with our spouses and families, and […]

Estate Planning for Blended Families

January 21, 2021

Today, blended families are a reality for many, which can raise additional complexity for estate planning, largely due to differences in family dynamics and objectives. […]

The Value of Charitable Giving

December 8, 2020

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

Selling a Business

November 13, 2020

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