OUR Approach

OUr approach

EXPERIENCE

ACCESS

INFLUENCE

INnOVATioN

Experience

Our principals have been advisors to some of the most complex and prominent families across the U.S. Our broad experience navigating the capital markets alongside these families enables us to provide superior advice and quickly address areas of concern.

Access

Over the last two decades, our team has cultivated relationships with the top investment firms across the globe. This enables us to provide unique and proprietary investment access in both the public and private capital markets to our partner families.

Influence

Our ownership includes 14 prominent families, all of whom have broad exclusive investment access and diverse operating company experience that is unmatched by our peers.  Our Board of Advisors has significant experience investing for and operating large family offices and endowments.

Innovation

Innovative and proprietary consolidated reporting tools provide families with enhanced wealth planning, risk analytics, liquidity management and cash flow analysis.

Our approach to portfolio construction

We are long-term, top-down institutional quality investors. We focus on your investment objectives and structure of overall portfolio to define manager selection.

We have institutional quality relationships, advanced technology platforms, and experienced partners giving us access to best in class investment opportunities.

Our Entrepreneurial Endowment Model™ provides an investment strategy that has consistently produced superior returns vs. the traditional 60/40 portfolio.

We seek long-term relative outperformance through active management and selective investing to align with the family’s legacy plan.

Entrepreneurial Endowment Model™

Our Entrepreneurial Endowment Model™ provides our families with access to the same institutional quality investment strategy that the largest, most prominent endowments have used successfully over the course of several market cycles.

How We Partner With Our Families

LEGACY

Legacy represents our core family office platform where we provide a full suite of services that focus on the planning and preparing for the complexities of family wealth. Our institutional quality relationships, advanced technology platforms, and experienced partners give us access to best-in-class investment opportunities to help families grow, plan, protect, and transition wealth across generations.

Legacy Knight is a unique hybrid of the traditional multi-family office model that works alongside your current family office infrastructure by providing opportunistic investment opportunities, leveraging a team experienced in portfolio management, and offers access to institutional quality investment managers.  

KNIGHT

Knight represents our syndicate investment platform which enables families to invest alongside partner families in a collaborative format. This strategy often achieves better pricing and economics due to flywheel of making material investments within fund, direct, and co-investment opportunities.
 
 

LEGACY

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.

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.

KNIGHT

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.

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.​

Experience

Our principals have been advisors to some of the most complex and prominent families across the U.S. Our broad experience navigating the capital markets alongside these families enables us to provide superior advice and quickly address areas of concern.

Access

Over the last two decades, our team has cultivated relationships with the top investment firms across the globe. This enables us to provide unique and proprietary investment access in both the public and private capital markets to our partner families.

Influence

Our ownership includes 14 prominent families, all of whom have broad exclusive investment access and diverse operating company experience that is unmatched by our peers. Our Board of Advisors has significant experience investing for and operating large family offices and endowments.

Innovation

Innovative and proprietary consolidated reporting tools provide families with enhanced wealth planning, risk analytics, liquidity management and cash flow analysis.