Legacy Isn't Given; It's Created

The Legacy Family Of Companies have been leaders in real estate investment, lending, management and development since 1989. With a successful track record, our commitment to excellence is unparalleled. Our core values include prudence, diligence, loyalty and accountability

Our Executive Team

Mark Lane

Chairman &

CEO

Chris Brenner

President & General Counsel

Josh Bufmack

VP, Sales & Operations

James Concilio

VP, Training & Technology

Our Extended Team

Jean Clare Dickerson

Director, Residential Sales

Christianne Blevins

Director, Land Acquisition

Shannon Francis

Director, Capital Formation

Jason Barnett

Director, Construction

What Are Our Customers Saying ?

I've worked with this team on multiple projects now, and they always under promise and over deliver.

Stacy Johnson

This team is high character, high integrity and I can't wait for our next project to kick off

Emily Steeples

FAQS

What are your fees?

Our fees vary depending on the level of service you require. We offer a variety of fee structures, including hourly rates, asset-based fees, and retainer fees. We will discuss our fee structure with you in detail before we begin working together.

What are your investment strategies?

We use a variety of investment strategies, depending on our clients' individual needs and goals. We may invest in stocks, bonds, mutual funds, ETFs, and other investment products. We also use a variety of risk management strategies to help protect our clients' investments.

How often will you communicate with me?

We will communicate with you as often as you need or want. We hold regular meetings with our clients to review their portfolios and make adjustments as needed. We also provide our clients with regular market updates and investment insights.