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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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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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 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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World of Difference in Difficult Times

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 […]

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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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Will you need life and health insurance in retirement?

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 […]

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Legacy For Generations

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

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Winter 2022 Well Advised Newsletter

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 […]

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Investing in the home stretch

For most people, investing changes as retirement approaches. The number one concern is usually wealth protection. If markets suffer a severe downturn just before your […]

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How Family Enterprise Advisors work for Family Business Owners and Families of Wealth

The Family Office approach is to fulfill the multifaceted needs of enterprising families with an integrated team of experts, both internal and external. After spending […]

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