Legacy Family Office (United States) is a family office - multi based in Bonita Springs, United States, founded in 2006. Verified contact details, AUM data, and investment preferences on FindLPs.
Legacy Family Office, LLC is a Southwest Florida-based multi-family office (MFO). As a Registered Investment Adviser (RIA), the firm provides sophisticated and meaningful solutions to help families of exceptional wealth preserve and grow their financial capital as well as their human, social and intellectual family capital. The solutions are designed to help clients structure their financial situation and plan for the successful transfer of wealth to the next generation.
Investment types: Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital
Sectors & themes: Debt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Socially Responsible Investments (SRI), Startups & Management, Trust Management, Wealth & Estate Planning, Alternative Investments, Finance, Financial Services, High-Level Sectors, Traditional Investments (Liquid Assets), Values-Based Investing
Preferred geographies: United States
Location: 9990 Coconut Road, Suite 225\nBonita Springs\nFlorida\n34135\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.