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Legato Wealth Management
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COVID-19 Update: Your Health is our Priority
In recent weeks, the heightened level of concern related to the spread of novel coronavirus (COVID-19 has overtaken the globe. At Legato, we are working together to safeguard the health and well-being of our clients, business partners and team members. 

In order for Legato to be open for business through March and April 2020, everyone will be working from home as well as social distancing all day long:
  • Zoom, Skype or the phone will allow Legato to conduct client meetings remotely.
  • Docusign, already built into our processes, will continue to provide the secure and private exchange of documents and contracts for review and e-signature.
  • We can always be reached by email, too.

In short, the advice offered by local, regional and national authorities will be closely followed until further notice. We hope you stay healthy, too.

The Management
Legato Wealth

Copyright 2023- Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Meeting Checklists
      • Parking
      • Review Online
  • Solutions
    • Creating & Distributing Wealth
    • Key Understandings
    • Legato Plans
    • Philanthropy
    • Steps to Legato1
    • Policy Search
    • Will Search
  • Articles
    • The Pair: Estate Freeze & Legato Plan
    • 70 Years and 214 Days
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure