The Legacy Haus Disclosure
Effective Date: 1st August, 2025
1. Corporate Identity
The Legacy Haus is a multifamily office established as an offshoot of Acuity Partners, headquartered in Lagos, Nigeria. We operate across African jurisdictions, offering a sophisticated range of family trust, wealth, legal, and lifestyle advisory services.
2. Scope of Services
We provide the following principal services:
- Family Trust Services, including trust formation, offshore structures, administration, and asset protection.
- Family Governance & Legacy Planning, encompassing constitutions, estate plans, and governance frameworks.
- Legal Advisory, including contract review, negotiation, and individual counsel.
- Financial & Private Wealth Services, including investment strategy, liquidity planning, and insurance advisory.
- Lifestyle Concierge Services, such as travel, privacy, education, and event planning.
- Family Business Advisory, Tax Advisory, and Advisor Coordination.
3. No Investment or Legal Advice Guarantee
While we facilitate and coordinate private client service-related advice, all guidance provided is general in nature and tailored only through structured client engagement. No advice constitutes a guarantee of future performance. Past outcomes and third-party proposals do not guarantee future results.
4. Client Relationships & Engagement
A formal contract or engagement agreement is required before TLH assumes fiduciary responsibility or performs advisory services. Prior to such engagement, communications through our website or events do not create a client relationship. Confidential or privileged information should not be shared until formal onboarding.
5. Fees & Compensation
Our fee structure generally includes:
- Structured fees (retainers, trust administration fees or project-based charges);
- Advisory or coordination fees, where we manage third-party advisors on behalf of clients.
All fees are transparently communicated before engagement begins.
6. Conflicts of Interest
TLH maintains robust internal policies to identify and manage potential conflicts. Any material interest such as associations with asset managers, partner firms, or service providers is disclosed to clients prior to engagement.
7. Third‑Party Providers
Where TLH refers clients to external professionals (e.g. offshore trustee firms, asset managers, legal counsel), TLH does not guarantee their services or performance. Clients must rely on their own judgment and due diligence. TLH’s role is strictly coordination and advisory.
8. Liability Limitations
TLH exercises reasonable care and due diligence in all client matters. However:
- We are not liable for indirect, incidental, or consequential losses arising from use of services.
- Liability (where permitted under Nigerian law) is limited to the amount of fees paid for the relevant service.
9. Confidentiality & Data Handling
All client information is held in strict confidence. We adhere to the NDPR (2019) and NDPA (2023) requirements, using technical and organizational measures to protect personal data. Confidential information is shared internally only on a need-to-know basis and never without client consent unless compelled by law. You can check out our Privacy Policy document here (insert link)
10. Jurisdiction & Governing Law
All engagements and disputes are governed by the laws of the Federal Republic of Nigeria. The Nigerian courts have exclusive jurisdiction.
11. Document Updates
TLH may update this Disclosure Document periodically to reflect service changes, regulatory updates, or internal governance improvements. Clients will be notified of material changes, and the latest version is always available on our website.
Acknowledgement & Consent
By engaging TLH, you acknowledge that you have read, understood, and accepted this Disclosure Document, including our fee terms, conflicts policy, and limitations of liability.