The Value of Charitable Giving
Our clients look to us for more than just taking care of their family and their retirement – they are looking for ways to impact […]
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 ReadingThe right time to begin planning for selling or transitioning the business you created to the next generation – or the next owner – is […]
Continue ReadingClick 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 […]
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 ReadingThe 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 […]
Continue ReadingDuring a year of uncertainty and adjustment in the world that surrounds us, there remains much to be thankful for: our health, our families, and […]
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 ReadingIMAGINE… There are few things more infuriating than arriving at your family cottage for your designated week of relaxation, only to find: – food-encrusted dishes […]
Continue ReadingEvery family we work with has big goals and dreams – things they would like to accomplish that will impact the lives they’re living now, […]
Continue ReadingGrowth of business in Surrey has brought demands for a Family Office By Jeff Hector CPA, CA, FEA & John Lawson CFP, FEA, CIM, CEPA […]
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 within […]
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