Our advisors
Counsel shaped by decades of experience
Our team is small by design. Every client works directly with a senior advisor — not a junior associate — from the first conversation through every stage of the relationship.
James Whitfield
Managing Partner
CFP®, CFA — 28 years in private wealth advisory
James founded Legacy Advisors after two decades at leading private banks, where he advised some of the country's most prominent families. His philosophy is simple: wealth management is not about products — it is about understanding what a family is trying to accomplish across generations, and building a strategy that serves that purpose. He holds the CFP® and CFA designations and is a frequent speaker at family office conferences.
Catherine Holt
Director of Estate Planning
J.D., LL.M. (Taxation) — Former partner at Holt & Mercer LLP
Catherine brings a rare combination of legal precision and strategic vision to estate planning. As a former partner at a nationally recognized estate planning firm, she has structured some of the most complex multi-generational wealth transfers in the country. At Legacy Advisors, she ensures that every client's estate plan is not only legally sound but strategically aligned with their broader financial picture.
Robert Ashford
Senior Investment Advisor
CFA, CAIA — Formerly with Goldman Sachs Private Wealth
Robert spent fifteen years at Goldman Sachs Private Wealth Management before joining Legacy Advisors, where he managed portfolios for ultra-high-net-worth families and endowments. He brings institutional-grade investment discipline to every client relationship, with particular expertise in alternative investments, private equity, and tax-efficient portfolio construction.
Our approach
Fewer clients. Deeper relationships.
Most wealth management firms measure success by assets under management. We measure it differently — by the depth of our understanding of each family we serve, and by the outcomes we help them achieve across generations. That is why we deliberately limit the number of families we work with.
We accept a limited number of new client relationships each year.