Family Legacy

Family Legacy

Christopher A. Brown, a CPA and CFP®, founded Family Legacy in Greenville, South Carolina in 1995 alongside his father William. The firm serves individuals, families, and businesses from a single office at 900 Pendleton Street, positioning itself as a comprehensive advisory practice that blends tax preparation, estate planning, and investment management under one roof. A separate non-profit entity, Family Legacy Inc., extends community reach through local organizations including The Warehouse Theatre and the YouthHope Foundation. The firm constructs portfolios across public equities, public debt, and direct real estate. Altss research identifies three property holdings — a Greenville office, a Reno asset, and a Silver Spring, Maryland property — alongside a documented creditor interest held by Ocean Family Legacy Inc. in the SEC receivership of Royal Bengal Logistics, Inc., a Florida trucking company. The investment approach is fiduciary and planning-led, with Christopher Brown maintaining direct control as Chief Investment Officer. No evidence of venture capital, private equity, or institutional fund structures appears in current records. Family Legacy lists nine professionals on its website, including Jennifer Chandler as COO, Justin Phillips as CFO, and Alyssa Book as Chief Compliance Officer. All four senior officers hold CPA designations, creating an unusually dense accounting concentration for a firm its size. The team serves clients across the Upstate corridor — Greenville, Anderson, Spartanburg — and nationally through remote advisory relationships. Book maintains memberships in both the AICPA and the South Carolina Association of CPAs, signaling a compliance practice grounded in professional rather than regulatory networks. The firm's structural differentiator is its CPA-dominant operating model. Most multi-family offices outsource tax preparation or treat it as a service line; Family Legacy embeds it as the organizing principle of the firm, with both the CEO and CFO holding active CPA credentials. This architecture positions the firm as a planning-first advisor where investment decisions follow tax strategy, rather than the reverse — a posture that resonates with business-owning families in the Southeast.