What We Do
A diverse set of modular solutions enabling high-net-worth families to grow and protect their legacies.
A proven, relationship-focused approach tailored to your needs.
An independent multi-family office unrestrained by institutional thinking, Legacy Knight is dedicated to serving families, family offices, and investors through engagements customized to their precise goals and requirements. That means every aspect of our capabilities is bespoke, from the investment strategies we leverage to the high-touch services we offer.
Whether you are an entrepreneur who has amassed first-generation wealth or a family office seeking to augment its capabilities, we provide services and solutions that can enable you to live life fully, protect what you’ve earned, and expand your legacy. And we will do so with an outsized emphasis on trust and transparency.
One experienced team. Multiple ways to engage.
Family
Office
A complete suite of family office capabilities, from investment strategy and portfolio management to lifestyle services and wealth transfer planning.
Outsourced Chief Investment Officer
An OCIO is ideal for families that need investment policy and portfolio construction advice, but don’t require the full suite of family office services.
Legacy Knight
Capital Partners
Legacy Knight’s principal investment arm, providing access to unique investment opportunities across two primary verticals — real estate and growth equity.
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.