Founded in 2011, Tanglewood Legacy Advisors, LLC is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm functions as a multi-family office, offering comprehensive financial oversight and advisory services tailored to high-net-worth families. Their mission is to provide objective, sophisticated, and confidential advice across all aspects of their clients' financial lives, including investment management, estate and tax planning, risk management, and philanthropic endeavors, to help preserve and grow wealth across generations.

Founded in

United States