Episode
Building a $3B Family Office From Scratch with Matthew Ogle, Co-founder & CEO of Legacy Knight (#411)
- Podcast
- POWERS
- Published
- Apr 21, 2026
- Duration seconds
- 5581
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- https://pdst.fm/e/traffic.megaphone.fm/ATHLLC4327376235.mp3
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Summary
In this episode, Chris sits down with Matthew Ogle, Co-founder & CEO of Legacy Knight, a $2.8B multi-family office in Dallas, TX that he co-founded in 2019. We dig into how you build a world-class multi-family office from scratch, and why so many wealthy families out there don't actually have one yet. Matthew's path into wealth management didn't start in a boardroom. It started on a tennis court. A summer teaching tennis to a CIO's family at Cape Cod opened the first door, which led him to Credit Suisse's private bank through the GFC and then five years at the Crow family office, helping transform it into one of the first true multi-family offices in Dallas. He opened Legacy Knight's doors in October 2019 with $2.5M of operating capital, 14 seed families, and a contrarian bet, that the new generation of sub-50-year-old entrepreneurs hitting their first liquidity event needed something the bulge brackets couldn't offer. Six years later, Legacy Knight manages over $3B and was named the fastest-growing RIA in Texas. Chris and Matthew go deep on what it actually takes to build a multi-family office the right way, the technology, the hiring, the legacy conversations with families, and why Matthew refuses to grow by acquiring other books of business. They discuss:• Why every hire at Legacy Knight comes out of the family office world, not from the bulge brackets• How most $100M+ families are still running their wealth on a Google Doc and a handshake with their accountant• Why "do nothing in the year after a liquidity event" is half good advice and half terrible advice• The most creative things Matthew has seen ultra-wealthy families do with their capital• How Matthew thinks about his own kids, legacy, and when to start the wealth conversation Links:Legacy Knight: https://lega…