Legacy Resources, LLC

What Legacy Resources, LLC does

Legacy Resources, L.L.C. is a North Carolina-based, founder-owned advisory firm that provides legacy planning and estate design services to ultra-high-net-worth families across the United States and offshore. Founded by Rick Harig in 1994 after an initial client engagement that year, the firm has worked with over 100 families across sixteen states, helping clients define the purpose, destination, and governing principles of their wealth before engineering the estate, philanthropic, investment, risk management, and life planning structures to support those aims. Its core service, Legacy Planning, is anchored on proprietary methodologies including the Legacy Conversation, the Family Wealth Directive narrative document, the Family University multi-generational education program, and Family Board of Directors / Board of Advisors governance structures, with companion Estate Design work focused on capturing pre-tax net worth.

The firm generates revenue through bespoke, quote-based advisory engagements billed annually, with investment advisory products delivered through its wholly owned subsidiary Legacy Resources NC, LLC, a North Carolina state Registered Investment Advisor. Go-to-market is sales-led and referral-driven, with no public pricing, no proprietary technology platform, no mobile app, no API, and no disclosed AI or automation capabilities; client acquisition depends on Rick Harig's personal reputation, the firm's published educational content, and collaboration with clients' existing advisor networks. The company is privately held with no external investors, no funding history, and no disclosed acquisitions, partnerships, or leadership changes beyond the founder.

Name

Legacy Resources, LLC

Legal name

Legacy Resources, L.L.C.

Website

https://legacy-resources.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

Legacy Resources is a North Carolina-based, founder-owned Registered Investment Advisor that provides legacy planning and estate design services to over 100 ultra-high-net-worth families across sixteen U.S. states and offshore.

Ownership category

akta.pro rank

Product category

Wealth Advisory and Legacy Planning Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Legacy planning services
• Estate design advisory
• Family wealth planning
• Multi-generational advisory
• Philanthropic planning

Headquarters

HQ city

Oklahoma City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Investment Advisory Services: Investment advisory products are offered through Legacy Resources NC, LLC, a North Carolina state Registered Investment Advisor. The firm provides integrated advisory services encompassing Estate, Philanthropic, Investments, Risk Management, and Life Planning elements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Legacy Resources, L.L.C. is a private registered investment advisory firm that provides legacy planning, estate design, family governance, and multi-generational wealth transfer services to ultra-high-net-worth families. The firm coordinates with clients' existing professional advisors (CPAs, attorneys, investment managers) to deliver integrated family wealth and legacy strategies. Its subsidiary, Legacy Resources NC, LLC, is a North Carolina-registered investment advisor.

Product overview

Legacy Resources, LLC is a financial advisory firm offering a unified service portfolio centered on legacy and estate planning. The core offerings include Legacy Planning (focusing on purpose and vision before financial means) and Estate Design (capturing pre-tax net worth). Key service components include The Legacy Conversation which produces a Family Wealth Directive document, and a Legacy Plan for executing on client vision. Additional offerings include Family University educational programs and Family Board of Directors/Board of Advisors governance structures. The company, founded in 1994-1996 and registered as a North Carolina state Registered Investment Advisor, has served over 100 families across sixteen states.

Differentiator

Problem solved

Functional benefit

Products and services

• Legacy Planning Comprehensive legacy planning engagement that helps ultra-high-net-worth families articulate and structure their enduring family purpose, values, and vision across generations.
• Estate Design Estate design service that works alongside the family's existing legal and tax advisors to structure estate plans aligned with the family's legacy objectives.
• The Legacy Conversation A facilitated family dialogue process that guides ultra-high-net-worth families through structured conversations to define shared legacy intent and vision.
• Family Wealth Directive A documented family wealth direction framework that captures the family's guiding principles, governance, and intent for stewarding wealth across generations.
• Legacy Plan A comprehensive written legacy plan that consolidates the family's legacy purpose, governance structures, and wealth transfer strategy into a single actionable document.
• Family University An educational program designed for next-generation family members to develop financial literacy, family governance skills, and stewardship capabilities.
• Family Board of Directors Advisory support for establishing and operating a standing Family Board of Directors to provide ongoing governance and stewardship for the family's legacy and wealth.

Quantifiable outcome

• Income up and taxes down with clear wealth purpose

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Direct peers

• Oxford Financial Group: Independent RIA focused on HNW families, offering integrated wealth, estate, tax, and legacy planning. Comparable in target customer, integrated advisory offering, and emphasis on multi-generational planning.
• Bessemer Trust: Privately-held multi-family office providing investment management, estate planning, and legacy/next-generation services to UHNW families. Directly comparable in target customer (estate-owning families), integrated advisory model, and multi-generational governance offerings.
• Aspiriant: Independent RIA serving HNW individuals and families with integrated financial planning, estate, tax, and investment advisory services. Comparable in boutique advisory positioning, integrated planning stack, and HNW client base.
• Glenmede: Independent wealth management and investment advisory firm serving UHNW families and foundations, with explicit focus on legacy planning, family governance, and generational wealth transfer. Closely aligned with Legacy Resources' purpose-first, multi-generational approach.
• GenSpring Family Offices: Multi-family office providing wealth advisory, estate planning, and family legacy services to HNW families. Directly comparable in customer segment (estate-owning families), emphasis on governance and next-generation preparation, and integrated advisory offering.
• Pitcairn: Multi-family office serving HNW families with investment management, estate planning, philanthropy, and next-generation education services. Closely comparable in holistic family-legacy positioning and recurring advisory model.

Emerging players

• Carson Wealth: Wealth management firm with growing HNW practice focused on financial planning, estate design, and multi-generational family advisory. Comparable in integrated planning philosophy and recurring advisory model, though distributed through an advisor network rather than direct family engagement.

Broad incumbents

• Rockefeller Capital Management: Wealth management and investment advisory firm serving UHNW families with private wealth, legacy, and family office services. Broad incumbent with legacy branding and a comparable integrated offering for estate-owning families.
• BNY Wealth: Wealth management division of BNY providing investment management, estate planning, and private banking to UHNW families. Broad incumbent competing in the same HNW legacy and estate planning space with significantly larger infrastructure.
• Northern Trust Wealth Management: Large national wealth manager and trust company offering estate, legacy, investment, and family office services to UHNW families. Broader incumbent that competes in the same end market with much greater scale, technology, and geographic reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/legacy-resources-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

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 Legacy Resources, LLC