# Family Legacy

Family Legacy is a Multi Family Office based in Greenville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Greenville, United States
- **Region:** North America
- **Address:** 900 Pendleton Street, Suite 200, Greenville, SC 29601, United States
- **Founded:** 1995
- **Assets under management:** $332M (Altss estimate)
- **Website:** familylegacyinc.com
- **LinkedIn:** https://www.linkedin.com/company/family-legacy/

## Regulatory record

- **CRD number:** 110945
- **SEC file number:** 801-49710
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110945

## About

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.

## Sectors

- Real Estate
- Public Equities
- Public Debt

## People

- Christopher A. Brown — CEO, CIO
- Jennifer W. Chandler — COO & Director of Financial Planning
- Justin Phillips — CFO & Director of Tax and Business Services
- Alyssa Book — CCO & Tax and Business Services Manager

## Questions

### Who runs investment decisions at Family Legacy?

Christopher A. Brown serves as both CEO and Chief Investment Officer, according to the firm's website. Brown holds CPA, PFS, and CFP® designations and co-founded the firm with his father William in 1995. Investment strategy is executed by the leadership team, which includes CFO Justin Phillips — also a CPA — meaning portfolio construction flows through professionals trained first in accounting and tax.

### Where does Family Legacy's AUM stand, and how is it verified?

Family Legacy does not publicly disclose assets under management. Altss estimates approximately $332 million based on available operational and asset footprint data, though no external publication has confirmed this figure. Allocators should treat the number as directional, not audited.

## Related profiles

- [Electrical Workers (IBEW) Local #236](https://altss.com/profile/electrical-workers-ibew-local-236)
- [Sheet Metal Workers Local 28](https://altss.com/profile/sheet-metal-workers-local-28)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/family-legacy

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology