About Legatum Group
/leːˈɡaː.tum/, noun · Latin : Legacy, bequest.
We Believe
Comprehensive wealth management must go beyond just investment management.
Better results are achieved through meaningful relationships formed with clients throughout their financial journey. Knowing our clients well further enhances our ability to function as a true fiduciary, acting in their best interest in all that we do.
Financial capital is one contributing factor to creating a meaningful legacy. Intellectual capital, Relational capital, Spiritual capital, and Character capital all contribute to legacy and are part of any full inheritance.
Stewardship involves the purposeful growth and management of assets as well as the intentional values-aligned distribution of those assets.
Wealth rarely causes new problems, but it often highlights those that were already present.
Our Vision
To create generational stewardship that releases Kingdom assets for Kingdom purposes.
Our Mission
To help individuals and families steward their wealth to reach their goals, fulfill their purpose, and maximize their impact.
We strive to help clients build desired legacies by creating financial strategies to:
Manage money and investments
Minister to families (across generations)
Maximize impact
The Legatum Nonprofit Alliance
We partner with nonprofits to assist them in more effective and efficient donor development with a focus on providing value-add opportunities, information, and solutions to the nonprofit staff and directly to their donors.