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 […]
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 ReadingIt’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 […]
Continue ReadingDuring 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 […]
Continue ReadingThe wealth of a family is about more than just investments – it involves many aspects of your life. We focus on educating, facilitating, and […]
Continue ReadingIt’s the Year of the Tiger – what are you hoping to accomplish in 2022? The partners at Legacy Family Office have already begun holding […]
Continue ReadingFor most people, investing changes as retirement approaches. The number one concern is usually wealth protection. If markets suffer a severe downturn just before your […]
Continue ReadingThe Family Office approach is to fulfill the multifaceted needs of enterprising families with an integrated team of experts, both internal and external. After spending […]
Continue ReadingFor many years we have been advocates of the Executor Gift Letter, which accompanies the Will during the estate process. The Gift Letter is drafted […]
Continue ReadingLegacy Family Office & Assante Vancouver Sponsor Eastside Culture Crawl Festival Legacy Family Office of Assante Financial Management Ltd is proud to support the Vancouver […]
Continue ReadingDuring our annual review meetings, discussing the importance of estate planning and Wills with our clients is always a priority. In a recent review meeting, […]
Continue ReadingWhat is your family story? You probably know where your parents came from – but what about your grandparents or great grandparents? Knowing your family’s […]
Continue ReadingAssante Wealth Management Achieves Top Ranking in J.D. Power 2021 Canada Full-Service Investor Satisfaction Study Assante also ranks first in trust among full-service investment firms […]
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