Our Family Office Platform
Our innovative platform encompasses the full range of family office features, ranging from comprehensive family office advisory and management in our Legacy vertical to premier investment access and management for established family offices in our Knight vertical.
How We Partner with Our Families
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.
Learn MoreKnight
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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Legacy
A True Family Office
Families we advise include founders and entrepreneurs, corporate executives, high net worth individuals, and multigenerational families.
Learn MoreLegacy
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.
Learn MoreFamily Office Services
Integrated Planning
Estate Planning
Tax Advisory
Trust Services
Philanthropy
Insurance
Private Banking
Investment Management
Portfolio Construction
Cash Flow Planning
Consolidated Reporting
Operating Business
Business Valuation
Transaction Readiness
Strategic Partner Introductions
Lifestyle Management
Concierge Doctor
Private Air Charter
Jet/Yacht Brokerage
Bill Pay / Bookkeeping
Household Management
Next Gen Education
Knight
Our Innovative Approach to the Traditional Multi-Family Office
Families we advise include established single-family offices and high net worth individuals that are interested in sourcing thematic investment ideas without the additional family office and advisory services that Legacy Knight offers.
Learn MoreKnight
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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Contact Us
Dallas
2525 Knight Street
Suite 275
Dallas, TX 75219
(945) 536-5580
Houston
1400 Post Oak Boulevard
Suite 925
Houston, TX 77056
(945) 536-5580