The year 2025 was one of unprecedented growth for Legacy Knight. From closing funding rounds and growing assets under management (AUM) to rebranding, moving, and expanding our team, there is so much to be proud of and celebrate as the year comes to a close.
Before we do that, however, we’d like to say a sincere thank you to our network of families, family offices, and investors for enabling us to grow. We’re driven every day to earn trust and grow legacies, and your belief in Legacy Knight makes growth like this possible.
Funding & Equity
One of the most substantial accomplishments of 2025 was the closing in early August of our $20 million Series A funding round. We continue to feel grateful for the trust our investors have placed in us and the ongoing support of the families we serve.
With these funds, we’ve been able to do a great many things, including expanding our talented team, rolling out our OCIO platform, and launching our employee phantom equity plan.
Extending this equity plan to our employees represents the realization of a statement on our website’s Careers page that rings true now more than ever: “Our people aren’t just our greatest asset. They’re also our most important investment.”
Business Growth & Accomplishments
While we strive to maintain the wealth of the families we serve and help them continue doing what they love most, it’s always gratifying to see awards and figures reflect the growth we’ve felt internally.
Legacy Knight was honored this year by Citywire with its award for the Fastest Growing RIA (Registered Investment Advisor) in Texas, out of 1,700 considered firms. We were excited to have our growth recognized in this manner.
As mentioned, we also introduced our OCIO platform, which extends outsourced chief investment officer services to families with existing internal teams, single-family offices, and foundations seeking to professionalize their investment capabilities.
Lastly, we were pleased to bring on four new family office families and grow our AUM by ~$1.6 billion.
All told, we project to close out 2025 with $3 billion AUM.
Strategic Decisions & Partnerships
A major shift this year was our move into the Maple Terrace office and eventual expansion into the East Wing. This move was representative of the growth Legacy Knight has experienced over the last few years, and now provides an elegant and inspiring environment for our families and our firm to continue flourishing into the future.
We also formed the Legacy Knight Executive Committee to ensure that the growth of the firm is managed thoughtfully by bringing our executives’ strengths to bear and leveraging them to the fullest.
Lastly, we hired AvreaFoster, a Dallas-based B2B branding and digital marketing firm, to execute a holistic, firm-wide rebrand and create a totally new Legacy Knight website. While we’re certainly thrilled with the new branding, this update is more than aesthetic — it provides potential clients with deeper knowledge of our business and is reflective of how our firm has grown and elevated over the last six years. Personnel Promotions & Additions
Once again, our team is our greatest asset and most important investment. This year brought tremendous growth to Legacy Knight, both in terms of head count and seniority.
These team members were elevated within the firm:
- McCall Tomeny promoted to Head of Family Office
- Wes Homeyer promoted to Head of Real Estate
- Allie Burgin promoted to Family Office Chief of Staff
And these individuals have been valuable additions to our team:
- David Meaney hired as Head of OCIO and promoted to Partner
- Garrett Bailey hired as Director of Investments
- Brittany Karl hired as Family Office Tax Manager
- Rachel Dyche hired as Family Office Analyst
- Eben Noverr hired as Family Office Analyst
- Charlie Sinclair hired as Operations Coordinator
- Ethan Williams hired as Investment Associate
2025 was an outstanding year.
2026 can be even better.
Lastly, we will continue to grow with intention.
In an industry in which the term multi-family office has been diluted, we’re committed to restoring and evolving its promise. We are small enough to know each family well, resourced enough to deliver at the highest level, and experienced enough to anticipate needs before they arise.
Our mission hasn’t changed since the day we began: to help families build, enjoy, and protect a legacy worthy of their names. That’s what “different by design” means to us — and why we believe we’re creating a new generation of multi-family office.
