A MULTI-FAMILY OFFICE

Legacy Wealth Group, a multi-family office dedicated to offering comprehensive wealth management solutions. As an exclusive bridge, we connect our clients directly with the world’s most prestigious custodians, money managers, and funds, guiding them step-by-step. Whether you’re an individual, a family, or managing multi-generational wealth, we provide personalized guidance to achieve your financial aspirations.

With unwavering dedication to safeguarding and growing your wealth, Legacy Wealth Group is your trusted partner, bridging the complexities of financial management with a commitment to excellence.

CORE VALUES

Our Code of Wealth

  • Principles

    A holistic and highly personalized approach to wealth management. As an exclusive bridge, we connect our clients with the most prestigious custodians. Our modular and dynamic portfolio strategies are designed to adapt to each client’s profile to ensure the best financial opportunities available.

  • Values

    Integrity, innovation, excellence, and unified collaboration guide us as we build tailored wealth solutions that align with our clients’ aspirations. By combining personalized advisory with cutting-edge financial solutions, we empower our clients to safeguard and grow their legacy with confidence and clarity.

  • The Code

    Legacy Wealth Group is a financial Ecosystem that interconnects infinite possibilities. At Legacy Wealth Group, we unify collaboration to the singular goal of enabling LIFE to flourish towards expansion & growth.
    The Life you Live is the Legacy you Leave.

A FINANCIAL ECOSYSTEM THAT INTERCONNECTS INFINITE POSSIBILITIES


Soul Blueprint

LEGACY A new concept of wealth

< Holistic Wealth
Management

< Exclusive Access

< Client Centric Solutions

< Protection Rings & Modularity

< Unified Collaboration

< Innovation

< Integrity

< Excellence

Legacy IS The bridge that connects you to your financial goals.

Legacy is a platform that facilitates direct access and expert guidance from the best financial institutions in the world. We help our clients expand and preserve their wealth through comprehensive and personalized advisory services, that provide innovative investment solutions and robust risk mitigation strategies.

The best
counterparts

  • Custodian

    The highest security and support at the most competitive costs in the market.

    Alliances

  • Fixed Income

    The issuing banks are some of the most trusted names in the industry.

    Alliances

  • Variable Income

    We work with the most successful money managers in Wall Street.

    Alliances