Coigne Legacy is the private wealth practice of the Coigne group. It holds every personal mandate that sits outside Coigne Capital's corporate and cross-border scope: wealth structuring, insurance and protection, estate and succession, and coordination with the family's own licensed advisors. This page details what the practice covers and how an engagement begins.
Personal balance sheet architecture for principals and families, aligned with the operating group without merging the two.
Protection mandates placed only by licensed professionals engaged directly through Coigne Legacy.
Wealth transfer designed so the next generation inherits structure, not improvisation.
The practice sits alongside the family's existing accountants, counsel, and investment managers rather than replacing them.
Mutual non-disclosure, then a structured intake of family, entity, and jurisdiction facts.
A written picture of the current structure, exposures, and unresolved succession questions.
Options presented with trade-offs, cost, and the professionals required to implement each one.
Execution with the family's advisors, then a scheduled review cycle as circumstances change.
Corporate, cross-border, and trading mandates remain with Coigne Capital. The two practices coordinate but never merge.
No. Coigne Legacy is a separate practice within the Coigne group with its own team, licensing, engagement terms, and website at coignelegacy.com. Coigne Capital does not provide financial planning, investment, or insurance advice.
Yes. Where a corporate transaction and a personal wealth question run in parallel, the two practices align timelines and documentation while keeping engagements, teams, and disclosures separate.
No. The practice coordinates with the professionals you already use and brings in additional licensed specialists only where a mandate requires it.
Scope, jurisdictions involved, the structures already in place, and what outcome the family wants. It is a scoping conversation, not a product presentation.
Mutual non-disclosure governs the relationship from first contact. Intake is encrypted and onboarding is AML and KYC verified.
All private wealth engagements are contracted through coignelegacy.com under that practice's own terms.
Private wealth, insurance, and estate mandates are scoped and contracted at coignelegacy.com. If your question is corporate, cross-border, or trading related, speak with Coigne Capital instead.
Coigne Capital does not provide financial planning, investment, or insurance advice.
