Legacy Family Office is the trade name for a specialized advisory team operating under Assante Financial Management Ltd., a major Canadian wealth management firm. The group functions as a multi-family office, offering a comprehensive and integrated approach to wealth management for affluent families, entrepreneurs, and foundations. Their mission is to provide holistic financial oversight, coordinating services that include investment management, tax and estate planning, risk management, and philanthropic strategies to preserve and grow generational wealth. Assante Financial Management Ltd. is a subsidiary of CI Financial Corp. and is a member of the Canadian Investment Regulatory Organization (CIRO).

Founded in

Canada