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 […]

Continue Reading

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 […]

Continue Reading

Complexity and Priorities in Families

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

Continue Reading

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 Reading

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 […]

Continue Reading

Family Offices – helping clients reach their goals and minimize risks along the way

Every family we work with has big goals and dreams – things they would like to accomplish that will impact the lives they’re living now, […]

Continue Reading

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 […]

Continue Reading

The Families behind the Businesses

As a Family Office, we don’t just work with the business – we spend significant time with the family itself. From the complexities of ownership within […]

Continue Reading

A Private Foundation need not end with its creators

Did you know that a Private Foundation need not end with its creators? In this article, we outline options that families can consider in order […]

Continue Reading

Legacy For Generations

The wealth of a family is about more than just investments – it involves many aspects of your life. We focus on educating, facilitating, and […]

Continue Reading