Meaningful wealth
deserves meaningful
stewardship.
We help families and principals align capital with purpose across generations — so that what you build endures and what you give creates lasting impact.
Three integrated practices. One enduring purpose.
Family Office Consulting
Strategic guidance
for organizing financial lives with clarity and intention.
Life Insurance for
Philanthropy
Sophisticated solutions that amplify your giving without compromising what you hold.
Funding for
Justice Initiatives
Partnership and capital for organizations pursuing justice with credibility and courage.
About Rick
Weinstein Legacy Partners is principal-led by Rick Weinstein. This means clients work directly with the person making the judgments, not a junior team. Decades of relationships across family office, philanthropy, and justice work inform everything we do..
