Legacy Knight
United States of America
Multi Family Office
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Employees
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16
Legacy Knight is a multi-family office, based in Dallas, Texas. Established in 2019, the firm has been dedicated to offering exclusive investment access and personalised advisory services to ultra-high-net-worth families and family offices. The firm’s assets are overseen by an experienced executive management team. With a focus on delivering exceptional service and bespoke solutions, Legacy Knight continues to be a trusted partner for affluent families seeking sophisticated wealth management expertise.
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Basic info
About Legacy Knight
Legacy Knight is an adviser to many of the world’s leading families and wealth creators. This multi-family office manages and protects their wealth across various geographies and generations.
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Management
Matthew Ogle
Abe Minkara
David Sawyer
Brad Martin
McCall Tomeny
Wes Homeyer
Drew Sims
J. Philip Clark
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Advisory Board
Jack Selby
Andrew Swartz
Dewey Corley
Guy Patton
What sets Legacy Knight apart
Legacy Knight’s innovative platform offers a comprehensive range of family office features, including comprehensive family office advisory and management services in their Legacy vertical, as well as premier investment access and management for established family offices in their Knight vertical. The firm’s platform is designed to cater to the diverse needs of affluent families, providing a one-stop solution for all their wealth management requirements. With a team of experienced professionals, they strive to deliver exceptional service and tailored solutions to their clients in both their Legacy and Knight verticals.
- https://legacyknight.com/
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