WHY US
FAMILY FINANCIAL OFFICER
We work with other professionals to integrate all financial matters of our client families.

FEE STRUCTURE
Our vast industry experience has taught us that certain fee structures can severely hamper the value of our clients’ portfolios. As trusted investment partners, Legacy is solely focused on growing – not detracting – from our clients investment portfolios. As such, our fees are not only transparent and competitive, but negotiable and comprehensible.
FULL TRANSPARENCY
Ongoing, open communication with our clients means they always know the value of the advice and service they receive for the fees they pay. This ensures longstanding trust with our clients and more importantly, their peace of mind
NEGOTIABLE
The fees that each client pays are as unique as the size and complexity of their portfolio as well as their specific requirements. Fees are negotiated in alignment with the interest of our investors, and we seek to ensure, wherever possible, that through our various institutional arrangements it is more cost effective to manage their portfolio through Legacy as opposed to going to an investment provider directly.
CLARITY
You have the right to know precisely what you’re paying for. While fee structures can be confusing at the best of times, Legacy ensures that you are in the know of all the fees to be paid and what they are allocated to. Our expert advisors assist you in identifying all the fees you are currently paying and use our size and industry pull to reduce them wherever possible as to maximise our clients future investment performance.

FEE STRUCTURE
Our vast industry experience has taught us that certain fee structures can severely hamper the value of our clients’ portfolios. As trusted investment partners, Legacy is solely focused on growing – not detracting – from our clients investment portfolios. As such, our fees are not only transparent and competitive, but negotiable and comprehensible.
FULL TRANSPARENCY
Ongoing, open communication with our clients means they always know the value of the advice and service they receive for the fees they pay. This ensures longstanding trust with our clients and more importantly, their peace of mind
NEGOTIABLE
The fees that each client pays are as unique as the size and complexity of their portfolio as well as their specific requirements. Fees are negotiated in alignment with the interest of our investors, and we seek to ensure, wherever possible, that through our various institutional arrangements it is more cost effective to manage their portfolio through Legacy as opposed to going to an investment provider directly.
CLARITY
You have the right to know precisely what you’re paying for. While fee structures can be confusing at the best of times, Legacy ensures that you are in the know of all the fees to be paid and what they are allocated to. Our expert advisors assist you in identifying all the fees you are currently paying and use our size and industry pull to reduce them wherever possible as to maximise our clients future investment performance.

STEP 1: SETTING EXPECTATIONS
We facilitate a conversation that defines what our clients can expect from us throughout the advisory relationship

STEP 2: MUTUAL DISCOVERY
We meet with our clients to determine a foundational understanding of their family’s values as well as to define their financial security and family wealth objectives.

STEP 3: FAMILY WEALTH PLANNING
In collaboration with our extensive suite of expert partners, we formulate an in-depth family wealth plan, lifetime cash flow projections and an investment strategy consistent with our clients’ goals and risk tolerance.

STEP 4: DEDICATED IMPLEMENTATION
Recommendations are presented to our clients, whereafter we initiate a systemised implementation process, ensuring that all applicable steps are taken to execute their wealth plan.

STEP 5: METICULOUS MONITORING
We periodically assess our clients’ asset allocations to make allowance for shifting market, economic and investor sentiment conditions, while frequently adjusting their living plan as life evolves.

STEP 6: ONGOING SUPPORT
The Legacy Lineage Model comprises a fastidious and transparent communication plan. Once operational, we periodically meet with our clients to review and update their goals and wealth plans to ensure their money continues to work in their best interests. While personal and external elements may fluctuate, we ensure the funds of our clients remain on a positive trajectory.