Legacy Trust Family Wealth Offices

About Legacy Trust Family Wealth Offices

Legacy Trust simplifies the lives of families of significant wealth by providing personalized financial management and a full range of services and advice that otherwise would be handled by multiple companies or people. While our integration of investment management with complex tax, estate, financial and philanthropic planning strategies is top-notch, what sets us apart is the fact that our clients know we will take care of their family’s future generations.

What differentiates you from the competition?

At Legacy Trust, we simplify our clients’ lives by offering a full range of financial services and advice that would otherwise be handled by multiple companies or people.

What are your top selling services or products that your company offers?

We created a new model: a long-range, multi-generational and deeply personal approach to legacy planning. We serve our community by sharing our time, wisdom and talents – along with our financial resources – to help advocate for numerous charities.

If you had one message to get across to future customers, what would it be?

Because no two families are the same, the plan Legacy Trust develops for you will be unique and designed to ensure that your wealth is responsibly managed to serve as your legacy for generations to come.