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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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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Estate Planning During the Crisis

The current COVID-19 Pandemic has resulted in many pausing to reflect on their estate and incapacity planning.  The barrage of news headlines about the health […]

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A Thanksgiving Message from Legacy Family Office

During a year of uncertainty and adjustment in the world that surrounds us, there remains much to be thankful for: our health, our families, and […]

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Family Cottages #1 – Operational Guidelines

IMAGINE… There are few things more infuriating than arriving at your family cottage for your designated week of relaxation, only to find: – food-encrusted dishes […]

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Assante brings the Family Office to Surrey

Growth of business in Surrey has brought demands for a Family Office By Jeff Hector CPA, CA, FEA & John Lawson CFP, FEA, CIM, CEPA […]

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