Coigne Legacy is the private wealth structuring practice of the Coigne group. It engineers the ownership, protection, and transfer architecture that keeps enterprise value intact across generations — the counterpart to Coigne Capital's corporate and cross-border mandates.
Most principals with strong income and growing enterprise value remain structurally exposed in ways that erode wealth quietly, year after year. Coigne Legacy quantifies that exposure in dollars, then engineers the structure that removes it — coordinated with lending institutions, carriers, tax counsel, and the family's existing advisors.
Quantify and neutralize enterprise dependency before it becomes a crisis: key person risk modelling, funded buy-sell agreements that execute immediately, executive retention structures, and continuity architecture built for institutional resilience.
Capital efficiency frameworks used by sophisticated balance sheets: corporate-owned structures for tax-deferred surplus deployment, Capital Dividend Account optimization, holding company integration, and balance sheet optimization through insured leverage.
Wealth transfer that preserves control and legacy: estate tax liability funded without forced liquidation, multi-generational transfer with governance frameworks, and business succession designed to keep enterprise value intact.
Access liquidity without liquidating assets. Immediate Financing Arrangements and collateralized structures are fully modelled and stress-tested for interest rate sensitivity before anything is implemented.
Availability is limited and qualification is required. Coigne Legacy onboards a restricted number of new mandates per quarter.
A controlled intake process to determine suitability, structuring viability, and the optimal approach before any design work begins.
Dollar-denominated analysis of every gap, inefficiency, and optimization opportunity across the corporate and personal balance sheet.
Fully modelled, stress-tested structures engineered for your specific financial architecture and jurisdictional footprint.
Execution alongside your legal, tax, and lending relationships, with ongoing monitoring and recalibration as conditions change.
Coigne Legacy engagements begin with a confidential review of suitability. Visit the Coigne Legacy practice directly, or speak with Coigne Capital about coordinating a legacy mandate alongside a corporate or cross-border structure.
This strategy is not publicly marketed. Qualification required.
