BIOGRAPHY

Before Scott Zach began building real estate solutions for healthcare professionals, he built their financial plans. Early in his career, Scott led a financial-planning practice focused on medical and dental professionals. That experience gave him a close understanding of how practitioners build wealth—and how often real estate holdings can undermine, rather than support, their broader financial goals.

That specialized experience became the foundation for a larger leadership role as Managing Partner at a Fortune 100 financial-planning firm, where he oversaw a team of more than 100 financial advisors and helped steward over more than $3 billion in client assets for a broad range of business and individual clients. It was, by any measure, an institutional-scale financial career. Yet it reinforced his conviction that real estate is often the most consistently mismanaged asset on a healthcare practitioner’s balance sheet.

Scott founded Legacy Capital Group to close that gap. As Principal, he leads investment analysis and financial modeling for every Legacy Capital project, while structuring and negotiating the debt and equity financing that brings each transaction to life.

Over the past four years, Scott has been directly involved in more than 50 real estate projects, including recapitalizations, acquisitions, and ground-up developments. He developed the firm’s proprietary recapitalization model—designed specifically to help healthcare practitioners unlock value embedded in their real estate. He also leads Legacy Capital’s ground-up development initiatives, guiding opportunities from site control and feasibility through underwriting, tenant coordination, financing, entitlement tracking, and construction oversight.

Scott holds a Graduate Certificate in Real Estate Investment Management from Harvard University, a Private Equity Certificate from The Wharton School, and a Bachelor of Business Administration in Marketing from the University of Iowa.

Together, this blend of institutional finance training and hands-on real estate experience execution guides every engagement Legacy Capital Group undertakes.

“Should a practice owner own their real estate? Absolutely. But wealth isn't built by owning it, it's built by working the advantages peculiar to it.” 

Scott Zach, Founder