Who We Work With
No matter who you are, Legacy Knight’s bespoke strategies can be tailored to serve you in the most effective way possible.
A complete partner to secure your legacy.
Legacy Knight has deep experience serving families from all backgrounds, as well as partnering with existing teams or advisors to maximize positive outcomes.
While these categories are broadly applicable, no two families or family offices are the same. As such, no two Legacy Knight engagements are the same. We take the time to intimately understand your specific needs and objectives before customizing our capabilities to serve you at the highest level.
Entrepreneurs & Business Owners
Legacy Knight is made up of entrepreneurs passionate about serving other entrepreneurs. That spirit permeates our approach to every service we deliver, and provides a valuable perspective to business owners who may be navigating the complexities of wealth for the first time.
We ease that learning curve, advise during an exit or sale, and enable access to services and opportunities that previously were available only to billionaire families and institutions. That’s how Legacy Knight strives to transform first-generation wealth into a multigenerational legacy.
High-Net-Worth Families
Whether you’re the first generation to come into wealth or not, the needs of high-net-worth families are highly complex, requiring comprehensive and customized services that not only protect and grow wealth, but also help create a high quality of life and peace of mind.
Legacy Knight is comprised of tenured family office professionals who provide a complete suite of family-office services, strategic planning and investment advisory, and consolidated portfolio reporting.
We are truly independent, with no significant family shareholder, and totally bespoke – often creating new service offerings to meet the needs of an individual family.
Family Offices & Individual Investors
Even very established single-family offices need the ability to expand their capabilities, access unique investment opportunities, and have the protection of strategic redundancies.
Legacy Knight is able to seamlessly integrate as an extension of an existing family office, augmenting their services and deepening their portfolio. Our outsourced CIO solution enables a family office to professionalize its investment capabilities and create contingencies in order to prevent service disruption, all without engaging Legacy Knight for family office services.
Strategic Partners
Our entrepreneurial, collaborative approach allows us to be a value-added partner to CPAs, legal teams, wealth managers, and other professionals that are part of a family’s stable of advisors. Legacy Knight provides a big-picture point of view that these individual partners do not have, which serves to elevate the work they do.
Corporate Executives
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.