Legacy Family Office, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,593,435
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
30
87% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
LowAverage account size
$2,119,781
About
Legacy Family Office provides comprehensive family office and wealth planning services to high‑net‑worth individuals and other entities, including trusts, estates, pension and profit‑sharing plans, charitable organizations, and corporations. Its offerings include estate planning and trustee oversight, integrated tax and financial planning, family continuity and heir education, philanthropy support, bill‑paying and lifestyle management, and both discretionary and non‑discretionary portfolio management.
The firm customizes investment advice to each client’s objectives and frequently recommends third‑party investment advisers (TPAs) to manage all or part of client portfolios, monitoring those advisers and retaining authority to hire, fire, or reallocate among them as deemed appropriate. Rather than relying on a percentage‑of‑assets fee model common among peers, the firm generally negotiates fixed or retainer fee arrangements and coordinates execution through qualified custodians selected with client input.
Distinctive aspects include the firm’s provision of lecture and educational services and a pronounced emphasis on family continuity and heir education, services reported by relatively few comparable advisers. The firm’s principal is licensed to sell insurance and may receive commission‑based compensation, and the routine use of recommended TPAs are practices that create potential conflicts of interest clients should review.
Client services
Financial planning
Portfolio management
Selection of other advisers
Family office services
Expertise
Wealth management
General estate planning guidance
Charitable giving & philanthropy
Options & derivatives strategies
Fee options
Commission-based compensation earned by principal for selling insurance products, separate from advisory fees
Minimum fee: Minimum annual fee of $50,000, generally ranging between $50,000 and $300,000 per year, fees are negotiated on a case-by-case basis Fee-only: Annual fixed fees ranging generally between $50,000 and $300,000 per year, billed monthly or quarterly in advance
Main office location
Legacy Family Office, LLC
9990 Coconut Road, Suite 225
Bonita Springs FL 34135, United States
Number of offices
1
Most active in
Legacy Family Office, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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