Transition Planning

Transition planning is crucial for effective wealth transitions within a family wealth enterprise. Legacy’s Family Wealth Office involves the formulation of a Family Wealth Plan that lays out a comprehensive financial strategy to ensure that the right structure and governance is in place for intergenerational success.

We help guide and draw attention to important and often overlooked aspects of succession planning such as role transition, governance, structures, managing expectations, and intergenerational wealth education to ensure the short and long term success of the family enterprise.