Dougherty
Legacies is a multi-family office and trust company serving high-net-worth families in the Upper Midwest with holistic, values-oriented wealth management, in-house trust services, and a secure client portal.
- Company typePrivate
- Founded2026
- HeadquartersMinnetonka, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Dougherty firmographics
Firmographics- Name
- Dougherty
- Legal name
- Legacies Wealth Advisers LLC
- Website
- https://doughertywealthadvisers.com
- Company type
- Private
- Founded year
- 2026
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Legacies is a multi-family office and trust company serving high-net-worth families in the Upper Midwest with holistic, values-oriented wealth management, in-house trust services, and a secure client portal.
- Ownership category
- akta.pro rank
Dougherty industry classification
Industry- Product category
- Multi-Family Office Wealth Management
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Family Office Advisory & Outsourced CIO (OCIO)Estate Planning, Trust Structuring & GovernanceFamily Business & Succession Advisory
Keywords
Where Dougherty is headquartered
LocationHeadquarters
- HQ city
- Minnetonka
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Dougherty business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Distribution channels1 record
Marketing channels1 record
Dougherty product offering
Product offeringCore offering
Legacies provides holistic, values-oriented wealth management services to high-net-worth families through a multi-family office structure. The core offering spans comprehensive financial advisory (engagement, modeling, recommendation enhancement, implementation, and consistent monitoring) complemented by trust company services that deliver fiduciary support for family wealth protection and transfer.
Differentiator
Problem solved
Functional benefit
Products and services
- Legacies Multi-Family Office Services Holistic, values-oriented wealth management services for families, providing comprehensive financial advisory including engagement, modeling, implementation, and ongoing monitoring of wealth positions.
- Trust Company Services Trust management services offered through the company's trust company division, providing fiduciary services for family wealth protection and transfer.
Companies that use Dougherty
Customer profileSegments1 record
Ideal customer profiles1 record
Dougherty technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Dougherty competitors and assessment
Company assessmentDirect peers
- Aspiriant: Aspiriant is an independent, fee-only multi-family office serving HNW individuals and families with comprehensive wealth planning, investment management, and legacy services. Direct peer in scale, model, and target client.
- Cresset Asset Management: Cresset is a multi-family office and private wealth firm offering holistic, family-centric advisory plus in-house trust and family office services. It is a directly comparable independent MFO with a similar values-led, family-first positioning and integrated trust capabilities.
Peers
Market position
Customer concentration
Dougherty social profiles
Digital presenceDougherty financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dougherty leadership team
Management profileNumber of profiles
Dougherty funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dougherty M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dougherty
What does Dougherty do?
Legacies provides holistic, values-oriented wealth management services to high-net-worth families through a multi-family office structure. The core offering spans comprehensive financial advisory (engagement, modeling, recommendation enhancement, implementation, and consistent monitoring) complemented by trust company services that deliver fiduciary support for family wealth protection and transfer.
Is Dougherty a public or private company?
Dougherty is a private company. It is classified as unknown and is currently operating.
When was Dougherty founded?
Dougherty was founded in 2026. It employs 11 to 50 people.
Where is Dougherty based?
Dougherty is headquartered in Minnetonka, United States, in the North America region.
Who are Dougherty's main competitors?
Direct peers on record are Aspiriant and Cresset Asset Management. Glenmede is listed as a peer.
Does Dougherty have an API?
No public API is recorded for Dougherty.
What industry is Dougherty in?
Dougherty's product category is Multi-Family Office Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 523991 and its SIC code is 6282.