Legacy Knight: A trusted partner providing tailored investment and advisory services for ultra-wealthy families.
Location
Dallas, TX, US
Founded
2019
Legacy Knight is a multi-family office platform specializing in investment and advisory services for ultra-high net worth families. The firm primarily engages in later-stage investments, including Series B and Series C rounds, with a focus on technology and service-oriented companies. Their investment strategy is tailored to meet the unique needs of ultra-wealthy families, providing both financial growth and legacy planning.
Notable portfolio companies include Cart.com, Lessen, and Ordermark, which have collectively raised significant capital. Legacy Knight's team comprises experienced family office investment professionals who emphasize a collaborative ecosystem among partner families, the team, and the advisory board. This approach aims to generate top-tier investment opportunities and support the long-term financial goals of their clients.
Legacy Knight - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages