At Legacy Family Office, we're more than just your investment advisors. We bring together all the parts of your family, wealth, and other professional advisors to help you reach your goals.
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 we look beyond your investment statement, to the many other moving parts that make you and your family unique.
From cashflow, to risk management, to family meetings, a Family Office is there to help you through every part of your life that helps build a lasting financial success for you and your family. We are there on the evenings, over the weekends, and whenever you need us. Spencer Rolls, Financial Planner at Legacy Family Office, explains what makes us different.