Moving People from Success to Significance
OUR EXPERTISE

 

Family Wealth Legacy contributes a unique and skillful blend of technology leadership and investing to discover high value and high appreciation alternative investments.

 

UPVESTING FUND

Our flagship fund, the Upvesting™ Fund provides institutional investors and private accredited clients with a new class of outperforming investment alternatives.

 

WEALTH MANAGEMENT

 

 Wealth management is a broad term used to encapsulate the consultative services that equate to the enhancement of a person’s financial circumstances. An easier concept to understand wealth management by is through the term wealth planning.

 

Wealth management services can include investment management, portfolio management, financial planning, tax reduction strategy, estate planning and asset protection, as well as any other economically related framework that can be used to financially enhance an individual or a company. 

 

OUR FUNDS

We currently have two great vehicles available that have a track record of proven results and high returns. 

FAMILY WEALTH LEGACY INVESTMENTS LP: 

The Fund's primary objectives are capital preservation, long-term capital appreciation, and limitation of downside risk. The General Partner presently intends to pursue these objectives with a principal focus on publicly traded securities that offer fast liquidation, less peak to valley draw down than the S&P 500, transparency, and real time reporting. 

 

FAMILY WEALTH LEGACY FIXED RETURN FUND LLC: 

High fixed rate of return of approximately 9%.

 

What Our Clients Are Saying

 

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