ABOUT

In 2016, a venture began in Geneva, Switzerland, with the founding of AB Private Office, followed by the establishment of Legacy Solutions in Montenegro. This initiative stemmed from the shared vision of creating a new market player offering top-tier services across different regions.

Legacy Solutions, a new trust and fiduciary company in Montenegro, is dedicated to a philosophy of stability, continuity, and endurance to protect, preserve and enhance our clients’ wealth.
Our clients are high net worth individuals, investment professionals, endowments and institutions.
Our commitment to excellence, its stability and the expertise of our partners reflect the robust process and consistent approach we apply to managing the diverse wealth and investments of our clients.

Our Mission

To offer independent advice and privileged investment solutions

To deliver outstanding service and results to our clients

To protect and grow our private clients’ wealth for both current and future generations

To ensure our institutional clients achieve their financial goals

We measure our success through our clients’ portfolio performance, share of wallet, and growth of their assets. We are proud of our excellent reputation among our peers and outside the industry.