Family Office
An independent family office delivering comprehensive planning, high-touch services and access to unique investment opportunities to secure and grow your legacy.
Helping families achieve peace of mind and live a life they love.
High-net-worth families have unique individual needs, requiring equally unique solutions to enable their lifestyle and comfort. They deserve a highly responsive family office capable of customizing a plan to preserve and grow their wealth. That is Legacy Knight.
Led by family office experts serving some of the most prominent families in Texas, our approach represents a new generation of the family office model. We are independent, without corporate ownership or a significant individual family shareholder, which allows us to break free of traditional thinking to provide bespoke services and strategies tailored to suit your family.
More than a traditional multi-family office, our families have the entire Legacy Knight team at their disposal — from accounting and finance experts to innovative investment strategists and our extensive family network.
Our Process
Everything begins by gaining an intimate understanding of your family’s needs and objectives. With this knowledge, we leverage our decades of experience to deliver truly bespoke strategies — with our capabilities expanding as needed to support your family.
Our Promise
Trust and transparency are foundational to the relationship we build with you. When presenting a strategy or opportunity, we discuss all potential risks and benefits, so that together we can make informed decisions.
Legacy Knight Family Office Services
Planning
- Estate Planning
- Tax Advisory
- Trust Services
- Philanthropy
- Insurance
- Private Banking
Management
- Portfolio Construction
- Cash Flow Planning
- Consolidated Reporting
- Outsourced Due Diligence
Management
- Concierge Doctor
- Private Air Charter
- Jet/Yacht Brokerage
- Bill Pay / Bookkeeping
- Household Management
- Next-Gen Education
Business
- Business Valuation
- Transaction Readiness
- Strategic Partner Intros
Want to learn more about how we protect and grow your wealth?
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.