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Legacy Advisory Network
Legacy Advisory Network, LLC is an SEC-registered investment adviser in Dublin, OH. It has 9 employees and 2 investment advisers. The firm is based in Dublin,...
Legacy Advisory Network
Legacy Advisory Network, LLC is an SEC-registered investment adviser in Dublin, OH. It has 9 employees and 2 investment advisers. The firm is based in Dublin, OH.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
How does Legacy Advisory Network differ from a single-family office?
Legacy Advisory Network operates as a multi-family office, meaning it serves multiple unrelated families rather than a single wealthy lineage. This structure allows families to share overhead costs and access institutional-quality resources. However, it also requires the firm to navigate differing risk appetites and liquidity needs across its client base.
Does Legacy Advisory Network primarily make direct investments or commit to external funds?
The firm uses a hybrid approach, combining direct co-investments with commitments to external managers. It focuses on private equity, real estate, and alternative credit. The mix is tailored to each family's objectives rather than dictated by a firm-wide policy.
What is the minimum wealth threshold to join Legacy Advisory Network?
The firm does not publicly disclose a minimum net worth requirement. Multi-family offices typically serve families with $50 million or more in investable assets, but Legacy Advisory Network has not confirmed any specific threshold.
Who founded Legacy Advisory Network?
Founding details are not publicly available. The firm maintains a low public profile, with no founding date or founder name appearing in public records or press coverage.
How is Legacy Advisory Network compensated for its services?
The firm likely charges a mix of asset-based fees and flat retainer fees, as is standard for multi-family offices. Specific fee schedules are not disclosed publicly. Compensation structures are negotiated privately with each client family.
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