Crafting Legacies That Stand the Test of Time

Imagine wealth as a masterpiece in the making, each stroke representing a dream nurtured and a legacy built. At Tackitt Family, we believe that with proper care, vision, and expertise, financial journeys can evolve into legacies that transcend generations.

At Tackitt Family, the journey becomes a captivating story of growth, fulfillment, and lasting impact.

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Transforming Wealth into Enduring Legacies

Our story begins with a deep understanding of values that drive success – dedication, vision, and meticulous attention to detail. Tackitt Family was established in vibrant New York City by founders who, after successfully managing their own wealth and securing their family’s future, felt compelled to help others do the same.

Our team recognizes that wealth is more than just numbers; it’s the embodiment of your hard work, dreams, and the impact you wish to make. Our mission is to guide you through the intricate landscape of wealth management, ensuring that every decision contributes to the legacy you desire to develop.

Building Your Unique Legacy

Tackitt Family offers a comprehensive suite of bespoke services designed to reflect each family’s individuality and ambitions.

Wealth Management

Estate and Legacy Planning

Philanthropic Advisory

Business Advisory Access

Why Choose Tackitt Family?

At Tackitt Family, we offer a wealth management experience that harmoniously blends the wisdom of tradition with modern financial strategies. This unique blend allows us to preserve the time-tested principles of wealth management while adapting to the ever-changing financial landscape, ensuring that wealth is managed with the utmost care and expertise.

Personalized Attention

Client goals become our mission. We tailor our services to meet our clients’ needs, ensuring that every aspect of their wealth is managed carefully.

Holistic Wealth Management

We integrate all aspects of wealth, from investments and estate planning to philanthropy and facilitating access to business guidance, ensuring a cohesive strategy.

Global Perspective with a Personal Touch

We navigate international markets proficiently, ensuring interests are managed seamlessly across borders.

Stories of Legacy Building

Explore how we’ve helped families turn their financial aspirations into thriving legacies.

Transforming Wealth into a Philanthropic Legacy

Succession Planning for a Family Business

Our Valued Clients

Tackitt Family has been a game-changer for our family. Their personalized approach transformed our wealth management strategy, aligning our investments with our values and long-term goals. Their expertise helped us achieve a 20% growth in our portfolio over two years. We are incredibly grateful for their guidance and dedication.

Michael T.

Executive in the Manufacturing Industry

The team at Tackitt Family guided us through the complex process of selling our family business. Their professionalism and attention to detail ensured we preserved our family's legacy while securing our financial future. Thanks to their strategic advice, we received a higher valuation than expected. We couldn't have done it without them.

Anita P.

Entrepreneur in the Industrial Sector

As a retired athlete venturing into business, I was out of my depth. Tackitt Family connected me with the right experts who helped turn my vision into reality. Their support in facilitating these connections was invaluable. I'm thankful for their unwavering commitment to my success.

Carlos M.

Former Athlete

Their expertise in philanthropic planning allowed me to establish a foundation that is making a real difference. The team went above and beyond to understand my vision and helped turn it into reality. With their help, we've made significant environmental contributions. I'm profoundly grateful for their commitment and support.

Emily W.

Professional in the Finance Industry