New Legacy Group Background & Overview Overview

General Information

New Legacy Group is a multi-family office headquartered in New York. The firm provides comprehensive wealth management and investment advisory services to families, entrepreneurs, and foundations. With a focus on preserving and growing capital across generations, New Legacy Group offers tailored solutions spanning asset allocation, estate planning, and philanthropic strategy—supports clients in navigating complex financial landscapes and achieving long-term objectives through disciplined, client-centric stewardship.