Legacy Partners is a privately held real estate firm that owns, develops and manages multifamily communities throughout the United States. Since our inception, we have been driven by integrity, dedication, and a passion for perfection while returning exceptional results. Since 1968, we have developed more than 60,000 apartment homes and worked with some of the world’s largest financial institutions, life insurance companies, and real estate companies.
In addition to development, Legacy Partners provides management services for our own portfolio, as well as other owners. Combined, we manage a portfolio of over 60 multifamily communities with more than 14,000 apartment homes, with a gross value in excess of $2 billion.
Legacy Partners specializes in providing superior service that exceeds the demands of our clients’ individual needs, while maintaining the highest standards of professionalism and trust. At Legacy Partners, we know what people want, inspiring us to create communities that are relevant today and into the future. We strive to establish value for our owners, team members, and residents by adapting to evolving trends. Together we accomplish our most important purpose, to create the feeling of home.
Vertex is a leader in BPO and Customer Management Outsourcing, serving over 200 clients worldwide across many sectors. Our focus is on providing value-based solutions for our clients that deliver exceptional customer experience, and do so cost effectively.
Deep practitioners
It is our peoples’ skills, combined with industry know-how and experience that allow us to provide rock-solid operational performance and deep functional expertise. With a focus on our clients’ brand and customer experience, we work to develop and deliver effective customer programs to optimise performance. Leveraging enhanced metrics, we develop effective programs to optimize performance and deliver a great experience for your customers.
Electricity of new ideas
Beyond operational know-how, we provide new ways of thinking that enable our clients to achieve their desired business outcomes. Expert at understanding key trends across major geographies and sectors we leverage analytics to develop the right strategy to exceed the expectations of your customers. Our activities focus on improving customer satisfaction, reducing the cost-to-serve, and increasing revenues.
Same side of the table partnerships
Our culture focuses on teaming to build effective solutions with quantifiable business benefit. We are innovative and adhere to a “same-side of the table” philosophy. Working with you, we can help you transform your business operations, making them more efficient and effective.
All at the same table. All on your side.
At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management.
We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs.
As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together.
Let us help you worry-free planning for a secure tomorrow with services including:
- Wealth Management
- Trust Management
- Corporate Trusts
- Company Retirement Plans
- Wealth Collaboration
- Institutional Investing
Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com
Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.