Turning First-Generation Wealth Builders
Into Multi-Generation
Wealth Families

Legacy Knight is an independent family office serving multiple high-net-worth families – with the goal of helping them build their wealth, enjoy their wealth, and secure a legacy worthy of their name.

While our job is to keep our families wealthy and doing what they love most, we are in the business of building trust.

Led by family office experts with deep experience serving some of the most prominent family names in Texas, Legacy Knight represents a new generation of the family office model.

As an independent firm without corporate ownership, or even a significant family shareholder, we are unrestrained by institutional thinking. Our vast network of unique investment opportunities, an exceptional qualification process, and a range of high-touch, hands-on services enable us to present bespoke strategies that meet your individual needs.

A proven record of supporting the exceptional

The most important result is the satisfaction of the families we serve.

$1.5+ Billion

In Assets Under Management

Five to One

Family-to-Advisor Ratio

$800+ Million

Invested in Alternative Assets Since Founding

Our approach to serving you

The needs of high-net-worth families are highly individual. Underlying everything we do is a deep understanding of your unique requirements and objectives. Atop that foundation, our team crafts a strategy precisely engineered to grow your family’s legacy.

At Legacy Knight, every aspect of our engagement with you is bespoke — including the services we provide. While many firms may customize their approach to be attuned to a client’s goals, we extend that further by customizing our services themselves to meet your family’s needs.

A Difference Families Can Feel As Well As Measure

Legacy Knight was far and away the most thoughtful in their approach. They took into account our needs and really thought about what it was we were trying to achieve.”

They’ve developed a really high-caliber team. It starts with the leadership, and then it flows through not just on execution, but also on the way people engage. They do it respectfully.”

They’re very aligned with making my agenda their agenda. They’re willing to go in and dig deep on deals that have nothing to do with their offerings, and they’ll actually recommend them if it’s good for me.”

The firm that I wanted to go with had to have an outlook that’s forward-looking. There’s a lot of MFOs that focus on traditional investments. I wanted an MFO that looks at alternative investments with the lens of investability for the future.”

Grow your wealth and protect your legacy.

We are invested in enhancing and securing your family’s wealth for generations. The journey starts with understanding your unique objectives and leads to real peace of mind.

Turning First-Generation Wealth Builders Into Multi-GenerationWealth Families