What is a Family Office and Is It Right For You?

February 18, 2021

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 […]

Sustainable Investing: Socially Responsible and Profitable

February 4, 2021

“Real success can only come if there is a change in our societies and in our economics and in our politics.” – Sir David Attenborough […]

Winter 2021 Well-Advised Newsletter

January 28, 2021

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 […]

Estate Planning for Blended Families

January 21, 2021

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. […]

The Value of Charitable Giving

December 8, 2020

Our clients look to us for more than just taking care of their family and their retirement – they are looking for ways to impact […]

Selling a Business

November 13, 2020

The right time to begin planning for selling or transitioning the business you created to the next generation – or the next owner – is […]

Fall 2020 Well-Advised Newsletter

November 4, 2020

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 […]

Helping Clients through Periods of Transition

October 23, 2020

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 […]

Estate Planning During the Crisis

October 16, 2020

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 […]

A Thanksgiving Message from Legacy Family Office

October 13, 2020

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 […]

Complexity and Priorities in Families

October 9, 2020

Families – especially families in business and families of wealth – can be complex. Many time, potential clients we work with don’t even realize the […]

Family Cottages #1 – Operational Guidelines

September 18, 2020

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 […]