- 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
Create positive change and harmony in our client's lives and futures, particularly for successful business owners and their families.
By working closely with professional advisors across the fields of wealth management, tax accounting, estate law, and charitable gifting, Legato's expertise helps develop an integrated wealth solution for each client scenario.
By giving of our time and expertise in the fields of medical research, medical care and athletics, we're actively part of the communities in which we live.
Welcome and work with all clients.
Be professional at all times.
Deliver the best possible value.
Practice continuous improvement.
Actively participate within our communities.