THE LEGACY WEALTH COLLECTIVE

Expand Your Knowledge – Reduce Your Taxes – Achieve Financial Freedom

“To become wealthy, invest like the wealthy.”

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Are you looking for a safer, higher return on your capital?

What if you could grow your wealth and freedom using a simple, proven, repeatable process?

The Legacy Wealth Collective is a private group of investors that are looking to passively grow their capital and share in top-tier opportunities while making a difference.

We believe that money is a means to an end and that a network of authentic relationships is the most important asset in your portfolio.

Institutional investors have access to opportunities that generate very high returns without the risk that generally comes with these outsized returns.

The catch?

You need $1 million to $100 million in liquid capital to invest.

Our Investor Club is a powerful hack that provides the benefits of the top one percent.

Most real estate investment clubs are either overcrowded with commoditized investment opportunities or so exclusive that the average investor can’t get in.

Our firm provides exposure to direct co-investment opportunities, tailored to address the specific needs of high-net-worth individuals looking to deploy capital.

More than just great investments.

Join our family of investors and start enjoying regular passive income and exceptional tax benefits on your way to building legacy wealth.

The Legacy Wealth Collective is a place to

  • Up level your investing skills
  • Learn new business growth strategies
  • Gain exposure to tax-efficient investing
  • Access advanced asset protection strategies
  • Learn best-in-class due diligence practices
  • Discover innovative deal structures
  • And generational wealth transference

All with a high caliber group of like-minded professionals. 

The Virtual Family Office Experience

We provide you with a Virtual Family Office (VFO) of experts, which combines multiple disciplines to provide you with truly proactive and holistic planning to ensure that you maximize your potential. 

We accomplish this by working closely with a client’s existing advisor network to understand the nature of their assets, estate plan, and objectives in a comprehensive manner.

Our mission is to empower individuals and families to achieve financial freedom, create legacy wealth, and make a positive impact on society through strategic investments and partnerships.

Together, our collective investing power opens doors to new opportunities.

The Legacy Wealth Collective was founded on the belief that sustainable wealth creation extends beyond individual gains to benefit future generations. 

By fostering strategic investment partnerships and cultivating a culture of shared success, the club aims to lay the groundwork for lasting prosperity and financial security for its members and their families.

We leverage our combined capital to negotiate better terms and lower minimums from operators with a proven model and a long track record of success.

This means we can participate in more opportunities and diversify risk while increasing our upside.

We’re committed to providing you with the tools, knowledge, and strategies needed to scale your investments and reach financial freedom.

Become a part of something larger than yourself and expand your network by leveraging the power of the group to open doors to opportunity.

Our team does the work and you reap the rewards.

Investing in alternatives is often seen as time-consuming and complex.

We simplify this process and conduct stringent due diligence allowing you to invest in confidence – 100% passively.

We partner with experienced operators with proven track records of delivering attractive returns.

Together we build long-term wealth and passive income streams through a diversified offering of value-add multifamily, self-storage, manufactured home park, and real estate debt investments located in select markets across the U.S.

Leave the complexities of bookkeeping, tax documentation, banking, and LLC management to us. Our team expertly handles these details, including timely distributions straight to your account.

You’ll stay informed with regular updates on performance and progression. We believe in educating our investors, empowering you to make informed decisions.

You’ll Gain Exclusive Access To:

  • Our Private Investor Community 
  • Institutional Grade Investments
  • Millions In Reduced Fees & Minimums
  • Educational Webinars
  • Appreciation Events
  • Freedom Calculator
  • And Much More!

“If you don’t find a way to make money while you sleep, you will work until you die.”

– Warren Buffett

“Individual commitment to a group effort–that is what makes a team work, a company work, a society work, a civilization work.”

VINCE LOMBARDI