A HIGHLY FOCUSED GROUP OF VALUES-BASED FAMILY OFFICE AND HIGH NET WORTH INDIVIDUALS WHO BRING THEIR EXTENSIVE EXPERIENCE, DEEP RELATIONSHIPS AND COLLABORATIVE CAPITAL TOGETHER TO FIND AND FUND DIRECT INVESTMENTS WITH PURPOSE.

What lies behind us and what lies before us are small matter compared to what lies within us.

RALPH WALDO EMERSON

WE BELIEVE THAT OUR MOST LASTING LEGACY MAY WELL BE HELPING YOU TO PRESERVE YOURS.

The Legacy Alliance is a well curated collection of experienced professionals and collaborative, conscientious capital committed to creating and preserving lasting legacies and doing it in a values driven manner.

People that value their privileges above their principles soon lose both.

NAPOLEON BONAPARTE

OUR PARTNERS ALL AGREE THAT THEIR MOST VALUABLE ASSETS ARE THEIR FAMILIES.

In the end, when all of the measures of a life well lived are taken, one simple truth stands above all others – the strong, conscientious, generous and healthy family. When you consider that is our very reason for being and that our focus is on outcomes that reinforce this idea, you can quickly decide whether working with us works for you.

WE LIVE BY THE BELIEF THAT "BUSINESS ETHICS" SHOULD NOT BE AN OXYMORON.

Finding compelling opportunities can be easy. Finding skilled and experienced partners to work with can be easy. Finding capital to make these deals happen can also be easy. But finding situations where you can do it all and keep your core values and principles intact often seems virtually impossible.  But this is our mantra, our operating philosophy and our core reason for being.

None of us is as smart as all of us.

KEN BLANCHARD

THE POWERFUL CASE FOR COLLABORATIVE CAPITAL.

A lot of deals die for lack of capital. But even more die for lack of the right capital. We believe that engaged resources, knowledgeable partners who are willing to add more than just money are often the difference between success and failure.

Success doesn't just happen.

Success requires harnessing your initiative, honing your skills, and honoring your legacy.

JAMES D. SHIELDS
the legacy alliance

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