LEGACY FAMILY OFFICE, LLC

Overview

Legacy Family Office, LLC operates as an independent registered investment adviser that serves individuals, families and select institutional clients. The firm combines financial planning with portfolio management across personal and business clients and positions itself as a capital allocator, sourcing third‑party managers where appropriate. Its business model emphasizes fixed fees and direct advisory services, including selection of other advisers, rather than transaction-based or commission-driven models. The firm’s mandate appears centered on diversified, professionally managed public fund strategies supplemented by alternative allocations. Legacy Family Office provides ongoing portfolio oversight for a relatively small client base, which supports a hands‑on relationship model typical of family office–style advisers. The adviser is not an active ESG investor and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices