We value our diversity, and the richness of our backgrounds gives Legacy Life the range of insights we need to tackle our clients’ complex problems.
We may be diverse, but we have common interests and strengths.
We are passionate about problem solving and are driven to make a positive impact within our communities. We also care about protecting the best interests of our clients.
This means we always:
• Put the client’s interest ahead of our own.
This means we deliver more value than expected. It doesn’t mean doing whatever the client asks.
• Behave as professionals.
Uphold absolute integrity. Show respect to different custom and culture, as long as we don’t compromise our integrity.
• Tell the truth as we see it.
We stay independent and able to disagree, regardless of the popularity of our views or their effect on our fees. We have the courage to invent and champion unconventional solutions to problems. We do this to help build internal support, get to real issues, and reach practical recommendations.
• Keep our client information conﬁdential.
We don’t reveal sensitive information. We don’t promote our own good work.
• Deliver the best of our ﬁrm to every client as cost effectively as we can.
We expect our people to spend clients’ and our ﬁrm’s resources as if their own resources were at stake.
We operate as one firm. We maintain consistently high standards in both service and human resources selection. We always bring the best advisors to consult on every engagement.
We give each other tireless support and are dedicated to inhouse development and coaching. Ours is a firm for leaders who want the freedom to do what is right and to offer the best advice.