Profile Preview — Altss
Legacy Wealth Advisors (LWA) Background & Overview Overview
Type
Multi-Family Office
General Information
Legacy Wealth Advisors (LWA) is a multi-family office headquartered in Miami. The firm provides tailored investment advisory and wealth management services to high-net-worth individuals and families, focusing on long-term capital preservation and growth. LWA offers comprehensive solutions that address investment strategy, estate planning, and intergenerational wealth transfer—supports clients in navigating complex financial landscapes and achieving their long-term objectives.
Contact Information
Website:
Year Founded:
Legacy Wealth Advisors (LWA) Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi-Family Office
Legacy Wealth Advisors (LWA) Leadership & Principals
Title:
Email:
Corporate Office:
Miami, United States
Legacy Wealth Advisors (LWA) Portfolio & Notable Allocations
Altss Insights on Legacy Wealth Advisors (LWA)
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters