After selling our family business, we were a little uncertain as to what we required at the time, but Legacy has worked with us to build a comprehensive strategy for our family and our wealth, including investments, tax, insurance, estate planning and family development.
We never have to worry about the individual elements as they are all taken care of. Legacy doesn’t take their own interests into account as they don’t try sell any products. Their primary focus is what is best for our family, and their strategies are uncomplicated yet highly effective. They have exceeded my expectations and my only regret is not having found them earlier in life.
My wife and I have made significant financial progress since partnering with Legacy. There has been a marked transition in our peace of mind, knowing that we have a plan and that our Legacy associates have our best interests at heart. Legacy offers proactive advice across multiple areas including goal setting, a holistic view of our net worth, wealth protection, portfolio management, and tax-effective charitable giving.
I fully and unreservedly recommend Legacy Family Planning. They exude integrity and professionalism from top to bottom. I only wish that we had partnered with them sooner!
Partner, management consulting firm.
I learned about Legacy through a friend who had recently engaged them. I was looking for someone who could actively conduct tax planning for all family members as well as to assist with the sensitive (and often more challenging) family issues such as teaching the younger generation about budgeting and investing. Legacy has gone beyond the call of duty as they have not only interacted with us on a personal level at every engagement but, on seeing our impressive investment returns, have made us feel at peace about our current and future financial positions.
Business owner. Lawyer
The Legacy Team delivered on every promise made to us. They are exceedingly knowledgeable, thoroughly prepared and highly professional in every regard. Their unique framework and insightful guidance gave our partners many valuable approaches that have proven significantly beneficial.
*Legacy worked with a major South African Accounting firm to deliver a comprehensive, customised personal financial education program to their partners.
Partner and Board Member - Major South African Accounting firm
The fee structure is one of the most competitive in the industry and every request is dealt with promptly and efficiently. The most impressive aspect is that any concern regarding the economic climate or the relevance of my investment portfolio is merely a professional email away. Even as a well-versed investor, I believe it’s crucial to have an advisor such as Legacy which reflects your risk profile and investment timeline and requirements. I can confidently refer any seasoned investor to Legacy.
Retired Asset Manager