# Legacy Family Office

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

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bonita Springs, United States
- **Region:** North America
- **Founded:** 1982
- **Website:** https://www.legacyfamilyoffice.com/
- **LinkedIn:** https://www.linkedin.com/company/legacy-family-office

## Regulatory record

- **CRD number:** 147160
- **SEC file number:** 801-69166
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147160

## About

Legacy Family Office is a multi-family office headquartered in Bonita Springs. The firm provides comprehensive wealth management and advisory services to affluent families, focusing on investment oversight, estate planning, and family governance. By aligning financial strategies with each family's long-term objectives, Legacy Family Office addresses the complexities of multi-generational wealth—supports clients in preserving capital and navigating evolving financial landscapes.

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Last updated: 2026-07-06T00:42:26.401Z

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