Summer 2021 Well Advised Newsletter

Summer is in full swing as we write this – great to see our vaccination levels continue to climb across Canada. We hope you are […]

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Be Money Smart: Invest for Success

Being intelligent with money at a young age is imperative to ensuring an affluent future. Now more than ever, it is essential to educate young […]

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What is a Financial Plan?

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

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Motivation to Get Started – The Importance of the Soft Issues

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 […]

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From the Pandemic: 4 Critical Lessons about Resiliency

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, […]

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Opportunities and Risks in Asset Ownership Between Generations

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 […]

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The Gift That Keeps On Giving

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 […]

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One Click Shopping – Give Yourself a Gift Everyday

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, […]

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

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 […]

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Sustainable Investing: Socially Responsible and Profitable

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

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Winter 2021 Well-Advised Newsletter

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 […]

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Estate Planning for Blended Families

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. […]

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