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Meet the Guys the Uber Rich Trust to Invest Their Money
Matt Ogle and former Mark Cuban Cos. exec Abe Minkara are changing the family office game with their entrepreneurial endowment model.
hen Matt Ogle prepares to meet with a prospective client, he does a practice meeting before the encounter, rehearsing questions that might be asked, how he will answer, and how he wants to guide the discussion. He needs to overprepare; he may not get another shot, and the stakes are incredibly high. Ogle, CEO and founding partner of Legacy Knight, asks families to trust him with a sizable chunk of their fortunes. Clients of his fast-growing multi-family office have an average net worth of $100 million. “The pitches, early on, are extremely nerve-racking,” Ogle says. “With the amount of wealth that’s out there, the pressure is there, for sure.”