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Legacy 3 Background & Overview Overview

Type

Family Office - Single

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

Website:

Year Founded:

Legacy 3 Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Family Office - Single

Legacy 3 Leadership & Principals

Title:

Email:

Corporate Office:
Montreal, Canada

Legacy 3 Portfolio & Notable Allocations

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