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Legacy 3 Overview

Type

Single Family Office

General Information

Legacy 3 is a single-family office headquartered in Montreal. The firm manages and preserves family wealth across multiple generations, focusing on investment management, estate planning, and philanthropic initiatives. With a disciplined approach to asset allocation and risk oversight, Legacy 3 seeks to align family values with long-term financial objectives—supports enduring stewardship and prudent capital deployment.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Single Family Office

Leadership & Principals

Corporate Office:
Montreal, Canada

Portfolio & Notable Allocations

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