Motivation to Get Started – The Importance of the Soft Issues
As a family office, we understand the importance of first working on Tax Planning and Investment Strategies (for the business, real estate, and the investment […]
Continue ReadingAs a family office, we understand the importance of first working on Tax Planning and Investment Strategies (for the business, real estate, and the investment […]
Continue ReadingDespite the hardships many faced, from difficult times come powerful lessons, and this pandemic was no different. Some of the thing we learned were practical, […]
Continue ReadingFor 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 […]
Continue ReadingPhilanthropy 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 […]
Continue ReadingThis 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, […]
Continue ReadingAlthough the global financial services industry has not settled on a uniform definition of a family office, a general definition can be made: an independent […]
Continue Reading“Real success can only come if there is a change in our societies and in our economics and in our politics.” – Sir David Attenborough […]
Continue ReadingThe partners at Legacy Family Office have already begun holding our own personal 2021 AGMs and goal setting sessions with our spouses and families, and […]
Continue ReadingToday, blended families are a reality for many, which can raise additional complexity for estate planning, largely due to differences in family dynamics and objectives. […]
Continue ReadingClick 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 […]
Continue ReadingThe 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 […]
Continue ReadingDuring 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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