Our Firm

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
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