Convenience.
Performance. Peace of Mind. The Value of Legacy Trust.
Is my money growing as fast as it should? Do my investments match my goals? Am I properly preserving my wealth for future generations? Am I so focused on these issues that I am not fully enjoying the money I have? Money by itself does not eliminate worry. No one understands this more than the high-net worth.
Legacy Trust Family Wealth Offices of Ponte Vedra Beach Florida helps high net worth families answer all of these questions and more. They provide their clients with the peace of mind in knowing that their financial affairs are being managed properly and comprehensively. A new type of financial services firm, Legacy Trust Family Wealth Offices, is an independent multi-family office, bringing all facets of one’s personal financial affairs under one roof creating optimum efficiency and an all-inclusive outlook for each client’s financial situation and unique needs.
Secure your legacy for tomorrow,
while enjoying your wealth today
Success Profiles
Joseph
L.
67, newly retired corporate executive, $7.3 million in assets. Needs: Investment strategy, retirement income plan, estate planning, charitable giving plan. See Strategy >
Mary
& George T.
61 and 58, sold family business, $17 million in assets. Needs: Asset allocation strategy, retirement income plan, charitable giving plan, family wealth education. See Strategy >
Anne
C.
72, recently widowed, $32 million in assets. Needs: Investment coordination, life management services, charitable giving management. See Strategy >
