concept Legacy Trust is a family office serving multiple families. That simply means that we provide personal financial management for families of significant wealth, offering a full range of services and advice that otherwise would be handled by multiple companies. We integrate tax strategies, estate planning, wealth management, trustee services and investment management, and we provide consolidated performance monitoring and reporting.
Legacy Trust Company is structured to provide sophisticated investment management services. Legacy clients have access to carefully screened top-tier money managers that were previously only available through boutique investment firms.
Since its beginnings, Legacy Trust Company has delivered on the promise envisioned by its founders. The firm manages assets for a select group of individuals, families and foundations and has grown into the largest independent firm of our kind in the state.
“Out of clutter, find Simplicity. From discord, find Harmony. In the middle of difficulty lies Opportunity.”
