Founded on the principles of providing objective and independent advice, Legacy Family Wealth operates as a fiduciary, multi-family office. The firm acts as a client's personal Chief Financial Officer, coordinating all aspects of their financial life, including investment management, estate and tax planning, risk management, and philanthropic strategies. They focus on delivering a highly personalized service to a limited number of high-net-worth clients to ensure a deep and comprehensive advisory relationship.

Founded in

South Africa