Frequently Asked Questions

Here, we provide answers to some of the most common inquiries about our services, our company, and how we can assist you in managing your wealth and legacy.

Common Questions

Legacy Capital Partners specializes in providing customized wealth management and estate planning services for high net worth individuals and families.

Legacy Capital Partners provides wealth management, estate planning, philanthropy, family governance, and conflict resolution services tailored for high net worth individuals and families.

To become a client, you can reach out through our website or contact us directly to schedule an initial consultation.

Our estate planning process involves assessing your financial situation, discussing your goals, and creating a customized plan that includes trust structures and succession strategies.

Yes, we assist clients in establishing charitable initiatives and impact investing strategies that align with their values and philanthropic goals.

Investment Performance

At Legacy Capital Partners, we prioritize transparency and clarity when it comes to tracking and reporting on investment performance.
Clients receive quarterly performance reports that provide insights into investment outcomes and market developments.
We use a variety of metrics, including returns, volatility, and comparisons to appropriate benchmarks to assess performance.
Yes, clients can access their investment performance and reports through our secure online portal for convenience and real-time updates.
If you have concerns about your investment performance, we encourage you to schedule a one-on-one consultation with our team to discuss your portfolio and explore potential adjustments.

Family Governance

Family governance is a critical component of managing wealth effectively across generations. At Legacy Capital Partners, we focus on creating frameworks that help families navigate complex dynamics, resolve conflicts, and ensure smooth transitions of wealth.
Family governance involves establishing a framework for decision-making and communication within a family. It is important for maintaining unity, resolving conflicts, and ensuring that family values and goals are upheld across generations.
We recommend holding family meetings at least once or twice a year, but the frequency can be adjusted based on family needs and dynamics.
Topics may include family values, financial goals, investment strategies, succession planning, and any ongoing issues or concerns within the family.
Our team provides tailored strategies and mediation services to help families address conflicts constructively, focusing on communication and understanding to reach mutually agreeable solutions.

Connect with Us for Tailored Financial Solutions.

Contact us
Legacy Capital Partners is a premier private family office based in Zurich, Switzerland, dedicated to providing exceptional wealth management and financial strategic advice tailored for high net worth individuals and families.

Our Services

  • Wealth Management
  • Estate Planning
  • Philanthropy
  • Risk Management
  • Investment Advisory
  • Family Governance

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Contact

Location

Maneggstrasse 37, 8041 Zürich, Switzerland

Email

office@legacycappartners.com

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