Family Legacy

What Family Legacy does

Family Legacy, Inc. is an independent, fee-only Registered Investment Adviser founded in 1995 in Greenville, South Carolina, by father-and-son team William and Christopher Brown. The firm provides holistic financial planning, investment management, retirement planning, estate planning, tax preparation and consulting, and business planning services primarily to high-net-worth individuals, multi-generational families, and closely held businesses. It operates from a single office at 900 Pendleton Street in Greenville, serving clients in Upstate South Carolina (Greenville, Anderson, Spartanburg) and nationally across the United States.

The service offering is anchored by three core products — Financial Planning, Investment Management, and Business Planning — supplemented by specialized modules including Multi-Family Office services, Retirement Planning, Accumulation Planning, Multi-Generational Financial Planning, and Life Stage Insight. Technology infrastructure is fully third-party and non-proprietary: Orion for the client portal, eMoney Advisor for financial planning software, and Charles Schwab and Fidelity Investments for custody, brokerage, and trade execution. An in-house team of credentialed professionals (CPAs, CFPs, and a CVA) delivers integrated advisory and tax services under one roof.

Revenue is generated through recurring advisory fees typical of an RIA model — most likely a percentage of assets under management (AUM) or flat-fee arrangements, with no commission-based product sales. The go-to-market motion is sales-led and relationship-driven, emphasizing fiduciary commitment, educational content (blog, Facebook, LinkedIn), and direct advisor engagement. The firm remains privately held under family leadership, with no parent company, institutional investors, or external funding disclosed in available materials.

Name

Family Legacy

Legal name

Family Legacy, Inc.

Website

https://familylegacyinc.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Family Legacy is an independent, fee-only Registered Investment Adviser in Greenville, SC serving high-net-worth individuals, families, and closely held businesses with holistic financial planning, investment management, tax, estate, and multi-generational wealth services.

Ownership category

akta.pro rank

Product category

Financial Advisory and Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Financial planning services
• Investment management advisory
• Retirement planning services
• Estate planning services
• Wealth management advisory

Headquarters

HQ city

Greenville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory Services: Family Legacy generates revenue through fee-only financial advisory services. As a Registered Investment Adviser, they provide comprehensive financial planning, investment management, retirement planning, estate planning, tax consulting, and business planning services. Their fee structure is likely based on assets under management (AUM) or flat-fee arrangements, given their fiduciary approach and emphasis on acting in clients' best interests without commission-based product sales.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Family Legacy is a fee-only Registered Investment Adviser that provides holistic financial planning, investment management, retirement planning, estate planning, multi-generational wealth management, and closely-held business planning for individuals, families, and small business owners. The firm combines CFP- and CPA-credentialed professionals under one roof to coordinate wealth, tax, and estate strategies, and operates as a fiduciary without commission-based product sales.

Product overview

Family Legacy offers a holistic suite of financial services through its core Financial Planning, Investment Management, and Business Planning offerings, supplemented by specialized modules including Multi-Family Office, Retirement Planning, Accumulation Planning, Multi-Generational Financial Planning, and Life Stage Insight. The firm provides comprehensive wealth management integrating estate planning, tax consulting, charitable planning, and risk management across all service lines.

Differentiator

Problem solved

Functional benefit

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Four partnerships are on record, tiered supporting and core.

• OrionsupportingTechnology or IntegrationTechnology platform used for client portal access. Orion provides the client portal for Family Legacy clients to access their accounts and financial information.
• eMoney AdvisorsupportingTechnology or IntegrationFinancial planning software platform used for client planning website. eMoney Advisor provides the planning tools Family Legacy uses to create and manage client financial plans.
• Charles SchwabcoreTechnology or IntegrationCustodial and brokerage services partner for advisor and client accounts. Charles Schwab provides trade execution and account custody services.
• Fidelity InvestmentscoreTechnology or IntegrationInvestment services partner for client investment accounts. Fidelity Investments provides brokerage and investment platform services for client portfolios.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Others

• Focus Financial Partners: Partnership platform for independent RIAs and family offices. Relevant to Family Legacy as a potential strategic acquirer or consolidator given the firm's independent, fee-only positioning and HNW family focus.

Broad incumbents

• CAPTRUST: Large RIA primarily serving institutional retirement plans and HNW households. Overlaps with Family Legacy on personal financial planning and investment advisory, but a much broader, primarily institutional franchise.
• Edelman Financial Engines: Large national RIA combining advisor-led planning with digital/direct-to-consumer investing. Comparable fee-only RIA positioning but vastly larger scale and a hybrid digital model Family Legacy does not currently match.

Direct peers

• Carson Group: RIA platform serving HNW households and closely held businesses with financial planning, investment, and tax-adjacent services. Comparable in target client base, holistic offering, and relationship-led GTM; differs in being a national platform with partner firms.
• Savant Wealth Management: Fee-only RIA serving individuals, families, and closely held businesses with financial planning and investment management, including in-house tax and business advisory. Comparable holistic service model and Southeast/US-midwest presence.
• Hightower Advisors: RIA partnership platform serving HNW individuals, families, and business owners with holistic planning and investment management. Comparable in client segment and relationship-led model; differs in operating as a national partnership consolidator.
• Mariner Wealth Advisors: National RIA providing comprehensive wealth planning, investment management, estate, and tax services to HNW families and business owners. Directly comparable multi-family-office style offering and integrated tax expertise, though at far greater scale.
• Tolleson Wealth Management: Multi-family office-style RIA focused on HNW families and multi-generational wealth planning, with estate, trust, and tax services. Directly comparable in multi-generational orientation and ultra-HNW family focus, though based in Dallas and at larger scale.
• Creative Planning: Large, independent, fee-only RIA offering holistic financial planning, investment management, and in-house tax services to HNW individuals and families. Directly comparable to Family Legacy in service breadth, fiduciary model, and integrated tax-plus-financial-planning approach, but at substantially greater scale.

Emerging players

• Empower (formerly Personal Capital): Hybrid digital + human-advisor RIA targeting mass-affluent and HNW clients with integrated financial planning tools. Comparable HNW targeting and planning software ethos, but a tech-first delivery model that competes for the same end client with lower cost-to-serve.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/falegacy
• LinkedInlinkedin.com/company/family-legacy/?trk=top_nav_home
• Xx.com/FamilyLegacyGSC

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Family Legacy