The Belfast-based firm is rolling out a family office-service for smaller investors to offer alternatives typically reserved for larger portfolios.
Legacy Wealth Management has unveiled a family office-style service designed to make institutional-style advisory and investment strategies available to individuals and families with more modest assets. The portfolios may include structured notes alongside private credit, real estate, oil and gas investments, interval funds and hedge funds As per the British company, the model brings together services commonly provided by accountants and legal advisers with portfolio advice and investm