Our Difference

A new generation of family office more capable of helping families secure their legacies for generations to come.

We are differentiated by innovation and our dedication to you.

The world of wealth management can be intimidating. This is true no matter how you acquired your wealth — whether you’re a business owner or entrepreneur or part of a multigenerational family and may have inherited your assets. Strategies are often complex, with the industry’s lack of transparency adding to the confusion. Some firms conceal their fees while pushing their own investments. Larger financial institutions may lack access to the best means to protect and grow a family’s legacy. It became clear to us that wealth management had become convoluted, opaque, and too limited for the needs of a high-net-worth family. Legacy Knight is different by design, building a business around trust and ingenuity that strives to keep your family wealthy and doing what you love most.

The key strengths that set us apart

Our Independence

We own the majority of our business, aren’t beholden to any single family or shareholder and, equally important, we are committed to remaining independent.

It’s how we built the business and how we will continue to fulfill our mission and honor our fiduciary duty to always act in the best interest of our families.

Our Pedigree and Philosphy

We are family office professionals first and foremost. Our founders past experience includes advising prominent names such as Trammell Crow family and Mark Cuban Companies, we learned first-hand the challenges high-net-worth families face, how to avoid common pitfalls, and how to build trust through transparency.

Our Business Is Built to Suit

Everything starts with your goals, which allows us to build bespoke plans that bring your vision to life.

While other firms may customize strategies, we do more — building out whole services around our families’ needs, evolving the business, and growing along with our clients.

We Think Outside the Status Quo

We are entrepreneurs serving entrepreneurs. With a clear understanding of the expectations our family principals have of us, we do the work every day to exceed them.

Our team is highly active, expanding an already vast network to identify and qualify unique investment opportunities, raise capital, and provide access to investments at discounted rates.

An investment approach that creates value

Legacy Knight’s thematic investment platform allows families, family offices, and investors to join us in exclusive opportunities typically reserved for institutional investors.

Our team is active and energetic, thinking beyond the status quo to capitalize on trends, avoid outsized risk, and uncover unique opportunities.

Bespoke strategies bolstered by a proven process.

Here is what your family can expect when you engage Legacy Knight.

Our process, from  discovery through ongoing monitoring, provides a sturdy foundation atop which we can craft a strategy uniquely tailored to you.

Discovery

Personalized strategies require us to gain an unmatched understanding of your vision, needs and objectives, as well as the aspirations we can help you realize.

Analysis & Strategy

We thoughtfully co-create a strategy designed to achieve your family’s vision by bringing all of your advisors to the table and unifying in pursuit of your success.

Confirmation

Your strategy is presented to you in detail, explaining our rationale and expected outcomes. From there, we take your feedback and refine until achieving approval.

Implementation

With your approval, you’re free to step away as we own the execution of your strategy, alongside other advisors whose collaboration we coordinate.

Monitoring and Adjustment

We continually monitor the strategy we’ve implemented for you and proactively present new ideas as your situation evolves and emerging trends can be captured.

Our DNA

Legacy Knight was founded with the intent of providing high-net-worth families with a better way to grow their wealth and protect their legacies.

Our Team

The Legacy Knight team is made up of family office experts and professionals with deep niche expertise, elevated by an influential board.

Informed partners are engaged partners.

From case studies to thought leadership, explore Legacy Knight’s content library for our unique perspectives on topics relevant to families like yours.

Bespoke Partnerships: Strengthening Family Offices With Our OCIO Services

Different by Design

How We Engage

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.