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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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 […]

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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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Fall 2020 Well-Advised Newsletter

Click 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 […]

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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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