Partnership
What Can Partnership Do for You?
Working with Legacy Private Wealth Partners offers tangible benefits, giving you the opportunity to build your practice on your own terms while being part of a community of advisors. See what partnership can do for you.
Bridge to Independence
Top-of-the-line Service
Community of support
Growth mindset
Powerful Resources
-Support Staff
-Training and ongoing assessments
-Office space
-Para planner services
-Marketing and branding
-Proprietary portfolio management
-Practice management and ownership coaching
-Succession, mergers, and acquisitions
-Ownership optimization
Top-of-the-line service
Our mission is to provide top-quality advice and value to all our clients by utilizing best practices and state-of-the-art resources.
Community of support
We operate from class-A office space and hire and maintain best-in-class support staff. This not only enhances our client experience but also boosts the efficiency and productivity of our individual businesses. Additionally, our collegial culture fosters the sharing of ideas, promoting a collaborative working environment.
Growth mindset
Together, we strive to achieve our mission of creating, growing, and maintaining our clients’ respective legacies, while also establishing a strong legacy for our independent private wealth practices.
Growth mindset
- Transition support
- Support Staff
- Training and ongoing assessments
- Office space
- Para planner services
- Marketing and branding
- Proprietary portfolio management
- Practice management and ownership coaching
- Succession, mergers, and acquisitions
- Ownership optimization
Empowered to Succeed
At Legacy, we believe in the power of collaboration and inclusivity. We foster a culture of support and unity and work with a team of advisors that value hard work, excellent client service, community, and professional growth.
To power your success, we offer:
- Infrastructure and support to help you succeed
- A culture of collaboration
- Access to the best industry specialists on the Concurrent platform
Joint Venture
The Concurrent model creates philosophical and economic alignment between the company and partner firms using the platform. When an independent firm affiliates with us, we invest in them. We acquire a minority, non-controlling stake using both cash and equity in each partner so that we’re committed to their success as well as the Concurrent platform’s ongoing growth.
For independent firms, partnership can bring big financial upside. Our model creates the opportunity, without the obligation, to monetize a piece of your practice today at fair value with the ability to tagalong on a future sale.
Concurrent partner firms are aligned through equity ownership at multiple levels, culminating in a levered effect on valuation:
- Participation in Concurrent’s equity pool
- Equity proceeds in Concurrent Partners I, LLC from the minority sale
- Tagalong rights in a future monetization of Concurrent
- Enterprise value built through independent ownership
Access Investment Through Merchant
Merchant, a private partner, delivers a simple, people-focused approach to growth, scale, and opportunities to Concurrent partner firms. Through Merchant, firms can unlock greater value and entrepreneurial opportunities by providing access to growth capital, strategic opportunities, management resources, and more.
Through capital alignment, Merchant is a non-controlling and collaborative growth partner to firms that seek to scale their businesses effectively. Merchant can help create value for their clients by combining personalized and localized service with institutional backing and global access.