Our difference is evident in our founding purpose.
Legacy Knight was founded with a simple but bold vision: to emphasize the family office part of multi-family office. We’d observed the model drift from its original purpose and the core of its structural differentiation — from a deeply personal, highly tailored approach to one that too often prioritizes transactional engagements, impersonal scale, and asset accumulation over meaningful, long-term relationships.
We set out to build something different. From the start, our principals came directly from the family office world. Legacy Knight is made up of people who understand the complexities, opportunities, and nuances of serving ultra high-net-worth families and help them achieve goals that go far beyond the financial. These are passionate experts who know how to navigate sophisticated investment portfolios, coordinate estate and tax strategies, and manage the fine details that can position families to preserve and grow multigenerational wealth.
We also built our platform with intention. We invested early in the right technology so that our reporting, planning, and execution could meet the needs of families with the most complex financial and lifestyle situations. From consolidated real-time reporting to integrated estate planning to complex household workforce management, these tools weren’t afterthoughts — they were part of our foundation.
Just as importantly, we chose to grow selectively. Rather than chasing a quota or targeting a certain number of new relationships each year, we focus on onboarding only a few new families annually that are particularly aligned with the culture and strategy of Legacy Knight. This ensures we’re building long-term partnerships that are right for both sides.
We reimagined the multi-family office by returning it to its roots.
The multi-family office was created to give wealthy families the same level of control, privacy, and personalization as a single-family office, without the cost and complexity of building one from scratch. However, the industry has shifted over time, and too many firms have adopted a one-size-fits-all model that looks more like high-net-worth wealth management than true family office services.
We’re working to change that. At Legacy Knight, we preserve the intimacy, flexibility, and deep engagement of a single-family office while offering the resources, reach, and investment access of a larger platform.
High-touch, hands-on service is what we do.
We know that our role is to be much, much more than an investment manager. We act as the central hub for all aspects of our families’ financial lives. That means quarterbacking communication & strategies between estate attorneys, CPAs, insurance specialists, and outside investment managers. We source recommendations from multiple expert consultants, integrate them into a cohesive strategy, and present families with clear, well-considered options attuned to their unique goals.
This approach saves our families time, simplifies decision-making, and ensures nothing falls through the cracks. It’s the kind of behind-the-scenes coordination that many firms shy away from because it isn’t high-margin. But, for us, it’s central to delivering the value our families deserve.
We leverage a tech stack that enables rather than distracts.
Our technology platform gives families a real-time, consolidated view of their planning and portfolios. This isn’t just about convenience; it’s about clarity. When estate plans, investment allocations, liquidity needs, and outside holdings are visible in one place, decisions are more streamlined and families have confidence that nothing is overlooked.
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.
