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Legacy Road Overview

Type

Multi Family Office

General Information

Legacy Road is a multi-family office headquartered in Los Angeles. The firm provides investment management, asset allocation, and advisory services to families seeking to preserve and grow their wealth across generations. With a focus on tailored solutions, Legacy Road supports clients in navigating complex financial landscapes—offers comprehensive oversight and strategic guidance for multi-generational wealth management.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Los Angeles, United States

Portfolio & Notable Allocations

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