We created Legacy to fill a void in the Financial Services Sector.  Even the most skilled wealth managers and M&A specialists do not have in depth experience in real estate, yet real estate is typically an important component of an investment portfolio or a business. A typical advisory team includes a portfolio manager, estate planner, corporate attorney and accountant.  Our mission is to become an additional integral, trusted advisor in order to ensure that real estate is part of holistic wealth management plan.

Our services run the gamut from helping families and individuals who have inherited real estate craft a strategy to maximize value, assisting HNW individuals and Family Offices identify and analyze and secure real estate investments work with business owners to help them monetize owned real estate including creating value pre-and-post M&A, and provide strategic advice and counsel to help individuals create transferable wealth whether that is the transfer of hard assets or liquidity which can be created through real estate. 

In addition to advisory and tactical real estate services, our Principals have formed an investment platform so that we may co-invest with our clients. Our in-depth real estate experience enables us to find and create value-added real estate opportunities which can become long-term high yield investments.