FI  Falcon Legacy

     Office Locations:

P.O. Box 56061
Indianapolis, IN 46256
Phone: 317-844-8699



  • Middle Market



  • Food & Agriculture
  • Life Sciences & Healthcare
  • Real Estate & Construction
  • Transportation & Distribution



    Falcon Legacy LLC is the private single Family Office of the Morgan Family based in Indianapolis. The Family has had considerable experience and success at investing and growing a number of companies in the last 50 years ranging in size from just a few employees to more than 600 with multiple locations and national recognition. The firm's endeavors have included real estate development, healthcare, and non-profit organizations. The relatives of the Morgan family were among the first settlers in Indiana and received land grants from President Jackson to settle in the state. In the early 1900's the Moffit/ Morgan family had extensive agricultural investments in the Indianapolis area. The family continued to expand into real estate development and to create what became the 10th largest private home building company in the United States. In recent years, the family has diversified into health care, aviation, land development and agriculture.

    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Chuck Morgan CEO and Managing Director
    Julie Schipp Vice President
    Kristin Coyer Director of Finance


    Portfolio companies include:


    Recent News: