“Elizabeth and I have a long-standing relationship which started many years ago. It was always a pleasure working alongside Elizabeth. Always helpful, positive, honest (to the point!), reliable and a ‘good ear’ in times of an extremely stressful and demanding working environment. Elizabeth’s approach to managing her family life, business, and her clients, and specifically too her approach to our family situation and circumstances has been inspirational. For me too, it has been great to develop trust and a friendship alongside the business relationship, and on top of this, some very timely life guidance’ which helped me manage the transition from living in Singapore to Portugal. We have seen first-hand evidence of Elizabeth’s client focus, and her being willing to go the ‘extra mile’ to help us as a family client. I know my family is in good hands in respect of the objective and professional management of our private wealth.”
Your family’s future matters. Legacy Wealth Advisors is here to help you plan for the smooth and successful transition of wealth to the next generation.
Book your initial call to find out how we will help you design a tailored succession plan, or to discuss our independent directorship, advisor and protector services. We are looking forward to providing independent and effective advice that will help to support your family to ensure a smooth transition of your wealth to a prepared next generation.