We foster a vibrant ecosystem among our partner families, team, and advisory board to generate best-in-class investment themes and empower our partner families to attain their desired financial legacy.
Why The Multi-Family Office platform has rapidly become the most sought-after model for prominent families
High net worth and ultra-high net worth families desire true independent fiduciary advice and investment access that traditional platforms can’t provide
Client assets have left traditional wealth management firms at a rate of 4.5% per year since the financial recession. The majority of these assets are going to independent advisors and multi-family offices
Traditional wealth management firms need not uphold a fiduciary standard and can only provide access to a limited number of internal investment opportunities
Ultra high net worth investors want access to the same asset classes and investment strategies as institutions and large single-family offices without excessive fees and conflicts of interest
Traditional channels can charge up to a 2.5% placement fees and a 1% annual management fee to access leading alternative managers
Multi-family offices like Legacy Knight act as true fiduciaries providing independent, objective advice and investment selection
Big data and advanced analytics are transforming the industry and leveling the playing field
Advanced technology and data aggregation tools allow multi-family offices to provide the same sophisticated analysis and advice as much larger traditional advisory businesses
Sophisticated families now expect their advisors to have the same level of technical sophistication and ease of access that they receive from leading tech companies like Amazon and Netflix
Multi-family offices are uniquely positioned to provide the most value to high net worth and ultra-high net worth families
Established institutional relationships, advanced technology platforms, and experienced investment staff allow multi-family offices to provide access to superior investment opportunities across sectors and asset classes
Multi-family offices like Legacy Knight have deep investment experience and relationships across the booming alternative investments space that families today expect to access for their core portfolios
