At Legacy, our core asset is our long-term relationships based on trust. And this trust stems from our strong work ethic, diligence, integrity and transparency in our dealings with our clients. We are there with you at every step of your wealth management journey – as guardians, working hard to preserve your wealth; and as nurturers, wholeheartedly shaping your legacy. To this end, we’ve charted out the trajectory of our long-term relationship.
Some milestones in this journey include: