Who we are
At Legacy Family Office, we bring decades of experience and a commitment to excellence in wealth management, alternative investments, and strategic business planning. Our team is dedicated to helping you manage, grow, and protect your wealth with tailored solutions designed to meet your unique goals.
Our Mission and Values
Our mission is to empower families and individuals to build, preserve, and transition their wealth across generations. Through proactive management, personalized service, and strategic guidance, we aim to provide peace of mind and help our clients achieve their financial aspirations.
Core Values:
Integrity: We prioritize transparency and honesty in every client interaction.
Confidentiality: Your privacy and the security of your information are at the heart of everything we do.
Personalized Service: We tailor our approach to meet the unique needs of each client, delivering high-quality, individualized support.
Commitment to Excellence: Our experienced team strives to exceed expectations through rigorous attention to detail and a commitment to client success.
$300 Million+ Assets Under Management: With over $300 million in assets under management, we are trusted by clients across the United States to deliver strategic guidance and effective wealth management.
Nationwide Presence: Our clients span 35 states, and we are well-versed in managing diverse and geographically dispersed portfolios.
Board-Level and Multi-Industry Experience: Our team has served on boards of multi-million and billion-dollar companies, with extensive experience in sectors like real estate, private equity, and business consulting.
Our Expertise
Why Choose Legacy Family Office?
Comprehensive Wealth Management: From wealth management to alternative investments and strategic business planning, we provide a full suite of services designed to grow and protect your wealth.
Experienced, Dedicated Team: Our team of seasoned professionals brings a wealth of experience and dedication to client service.
Secure, Confidential Service: We prioritize your privacy and operate with a strict confidentiality policy, ensuring the security of your financial information
