Aquium Legacy Partners

Aquium Legacy Partners is being established as a boutique multi‑family office serving high‑net‑worth families and the related entities they use to hold wealth, including revocable and irrevocable trusts, family limited partnerships, and private foundations. The firm offers discretionary investment management, consolidated reporting across custodians and entities, manager selection and oversight, wealth‑planning coordination and financial planning services, and access to private market investments and structured notes.

Aquium describes a tailored investment process built around written investment policy statements and strategic asset allocation, with tax‑aware portfolio construction, ongoing monitoring and formal quarterly manager reviews, and a limited private markets program. The firm coordinates with clients’ attorneys and accountants, recommends and allocates to third‑party managers, and prohibits personnel from co‑investing alongside client families to reduce conflicts in private investments.

Several features disclosed in the brochure are atypical for a newly formed, no‑active‑advisors firm: Aquium reports financial planning as an included service, explicitly provides selection and oversight of other advisers, and intends to manage both individual family accounts and related institutional entities. The firm is not yet registered or managing assets, plans to transition investment activities from an existing single‑family office (including a non‑binding letter of intent to begin managing substantial assets), and discloses a principal’s uncompensated trust protector role along with documented recusal and compliance measures.