Legacy Advisors

Multi Family Office (MFO)Plymouth Meeting, United States
$2.0B
Assets Under Management
Plymouth Meeting
Headquarters

About Legacy Advisors

We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their lifetime, philanthropic, business, estate and investment affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family and commitment to their community.

Preferred Investment Types

Joint Venture/PartnerVenture Capital - Early StageVenture CapitalPrivate EquityInvestment Funds

Preferred Sectors & Themes

Startups & ManagementInvestment ManagementEquity/Mutual FundsWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningETFsDebt Management FinanceAlternative InvestmentsFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Legacy Advisors?

Legacy Advisors is a multi family office (mfo) based in Plymouth Meeting, United States, managing approximately $2.0B in assets.

Where is Legacy Advisors headquartered?

Legacy Advisors is headquartered in Plymouth Meeting, United States.

How much does Legacy Advisors manage?

Legacy Advisors manages approximately $2.0B in assets under management.

What does Legacy Advisors invest in?

Legacy Advisors focuses on Joint Venture/Partner, Venture Capital - Early Stage, Venture Capital, Private Equity, Investment Funds, Startups & Management, Investment Management, Equity/Mutual Funds.

How can I contact Legacy Advisors?

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