Money flows like water…

It touches every life and reaches everywhere. You have the opportunity to guide it in a direction where it can do the most good for the most people.

Legacy: 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.

  • Fixed Income

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

  • Variable Income

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