Our Investment Model
A new generation of family office more capable of helping families secure their legacies for generations to come.
Thoughtfully considered. Highly vetted. Clearly communicated.
Traditional multi-family offices take a non-custom approach to investing, missing out on opportunities and stopping short of fully aligning with a family’s interests. Instead, we provide you with bespoke strategies — investing like today’s preeminent endowments, single-family offices, and foundations.
Viewing allocation through three unique lenses.
Our framework consists of three distinct portfolios — Liquidity, Core and Opportunistic — each designed with a unique purpose, level of risk, liquidity and investment horizon.
Your family’s allocation across these three portfolios will be precisely customized to your objectives and risk tolerance, but the fundamental role of each portfolio remains consistent.
Disclaimer: This illustration represents a model portfolio and does not reflect any one Legacy Knight client’s investment portfolio; actual client portfolios are tailored to an individual client’s goals and risk tolerance.
The important role alternatives play in our strategies.
Our approach to asset allocation leverages alternative investments to help boost returns and lower volatility. Private alternative assets have historically outperformed public market equivalents, often with lower observed volatility. Because these assets are not tied to daily market swings, they can stabilize portfolio performance and provide a cushion during market volatility.
Alternatives also broaden portfolio diversification beyond simply stocks and bonds. Over 85% of large U.S. companies remain private, including many early-stage innovators. Through private equity, venture capital, real estate, and other alternatives, we access emerging industries and opportunities not currently available in the public markets. This results in diversification across asset classes, geographies, strategies, and stages.
Legacy Knight Investment Sourcing Process
We only invest in the top 1% of opportunities evaluated.
They must be of the highest quality, complimentary to our thematic approach, and aligned with our families’ risk/return objectives.
Thematic, timely investments supported by rigorous due diligence.
The investment landscape changes continuously, so our team is always active — capturing trends as they happen and avoiding themes with outsized risk.
When we present you with opportunities, you can trust that our experienced team has performed exceptional due diligence and that we’re confident in its ability to grow your legacy.
Investment Partners
Legacy Knight enables you to access blue chip fund managers across the private capital landscape — often with preferential economics and co-investment rights.
Informed partners are engaged partners.
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.