Legacy Family Wealth
Financial Services • 
96 Rivonia Rd, Sandton, South Africa • 1-10 Employees
Company overview
| Headquarters | 96 Rivonia Rd, Sandton, Johannesburg, Gauteng 2196, ZA |
| Phone number | +27108221448 |
| Websites | |
| NAICS | 52 |
| Keywords | Tax Planning, Investment Planning, Wealth Management, Business Advisory, Retirement Planning, Fiduciary Services, Accounting & Bookkeeping, Financial Planning, Estate Planning, Short-Term Insurance, Foreign Exchange Services, Healthcare Advisory, Corporate Cash Solutions, Commercial & Individual Legal Services |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contacts at Legacy Family Wealth
Giles Maynard Wealth And Investment Managem
Director
Bronson Friedman
Founder & Managing Director
Jordan Toy
Director
About Legacy Family Wealth
Legacy Family Wealth is an independent and privately held Registered Investment Advisory Firm headquartered in the Werksmans Attorney’s building, Sandton, Johannesburg with a strong presence in Cape Town and Mauritius. Our offices in Umhlanga, which is fast becoming the main economic hub of Durban, are coming soon. We act as the personal CFO (Chief Financial Officer) for our clients, managing the complexities of the family businesses, investments, and broader family affairs. We focus our investing efforts to identify high-growth opportunities and leverage our global access to investment markets and capital. Our sole objective is to bring structure and control to the lives of our clients, so they can feel in control of their wealth and confident they are using their funds wisely. With a combined 30 years of experience, we have cultivated a proficiency in managing complicated, large-scale strategies that extend beyond the competencies of conventional advisors. Legacy Family Wealth was created in alignment with what we want for our own families. We assist our clients in realising their financial and family legacy goals in a manner reflective of their core values and beliefs as well as their vision for the future.
Legacy Family Wealth revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Legacy Family Wealth has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Legacy Family Wealth has never raised funding before.
Legacy Family Wealth Tech Stack
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