What we specialize in

Our Services

Advisory and Family Office

We assume the role of a family office by charting out the best way forward using the numerous skill-sets at our disposal.

Product Selection Platform

Our all-encompassing product platform offers you a wide variety of investments products and solutions to suit your specific needs and risk appetite.

Wealth Structuring

In order to create a lasting legacy, it’s necessary to build a long-term structure for the management, control and succession of your wealth.

Corporate Advisory

Companies that leave a mark are invariably organizations that have a long-term vision.

Real Estate Advisory

A comprehensive financial plan means not being limited to traditional instruments like stocks and bonds.

Why Legacy

We simplify wealth management for you – Our approach is to provide financial solutions with a goal to minimize risks and maximise profitability.

360° Financial Services

Revenue Model

On-trend, Timely Advice

Our Employees are our stakeholders

Track & Optimize, On The Go

We incorporate a powerful tool to provide a consolidated view of a family’s net worth on a single platform for accounting and portfolio performance reporting through our technology partner, Asset Vantage

Key Features of this tool include

  • Investment Performance – View consolidated reports with drill down views to support review of investment returns at any level
  • Holding Analysis – Data aggregation gives you an accurate view of your net worth, see all of your investments in one place
  • Liquidity Analysis – Integrated solution for cash and investment liquidity. Know what is available and in which accounts

Our Partners