We realize that every family has unique needs along with multiple advisors and service providers.
As your family office, we work with these providers while providing comprehensive solutions for your portfolios and balance sheets.
How We Partner with Our Families
Legacy Knight
Hybrid Platform
Our hybrid Legacy Knight platform is an innovative and modern approach to the traditional multi-family office model. We have the ability to complement your current family office capabilities by providing thematic investment opportunities, access to institutional quality investment managers, and allowing family offices to leverage our team’s experience in portfolio construction, alternative investment due diligence, and other family office resources.
Legacy
Investment Advisory Platform
Legacy represents our core family office platform where we provide a full suite of family office services, investment advisory, and consolidated portfolio reporting. Our experienced partners, institutional quality relationships, and advanced technology platform provide us with access to best-in-class investment opportunities to help families plan, grow, and protect wealth across multiple generations.
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Thematic Investment Platform
Knight represents our thematic investment platform that enables families and family offices to invest directly alongside our team and Legacy families in unique and exclusive investment opportunities typically reserved for multibillion dollar institutional investors. Knight families have the opportunity to pursue all of our investments on the Knight platform yet can pick and choose which opportunities to invest in based on their preferences. The size and scale of the platform often provides Knight families with better economics and terms than they could otherwise achieve on their own.
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