Selling a Business

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

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Fall 2020 Well-Advised Newsletter

Click here for our Fall 2020 Well-Advised Newsletter While 2020 has had its challenges, it has been inspiring to see how we as Canadians have […]

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Helping Clients through Periods of Transition

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 […]

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Estate Planning During the Crisis

The current COVID-19 Pandemic has resulted in many pausing to reflect on their estate and incapacity planning.  The barrage of news headlines about the health […]

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A Thanksgiving Message from Legacy Family Office

During a year of uncertainty and adjustment in the world that surrounds us, there remains much to be thankful for: our health, our families, and […]

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Complexity and Priorities in Families

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

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Family Office is about more than just the investments…

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 […]

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Family Cottages #1 – Operational Guidelines

IMAGINE… There are few things more infuriating than arriving at your family cottage for your designated week of relaxation, only to find: – food-encrusted dishes […]

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

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, […]

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Assante brings the Family Office to Surrey

Growth of business in Surrey has brought demands for a Family Office By Jeff Hector CPA, CA, FEA & John Lawson CFP, FEA, CIM, CEPA […]

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The Families behind the Businesses

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 […]

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A Private Foundation need not end with its creators

Did you know that a Private Foundation need not end with its creators? In this article, we outline options that families can consider in order […]

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