life management   
Our families tell us repeatedly that one of the biggest benefits they enjoy from their relationship with Legacy Trust is the simplification we have brought into their lives. Instead of having to manage multiple relationships with financial services firms, they now are able to get all of the information and services they need from a single team of trusted professionals. That’s a major reason they chose us to manage their financial lives.

But what they’re often surprised to learn is that our staff goes the extra mile to simplify their lives in other ways as well, including:

Relocation services
If you’re changing residences, purchasing a second home or even relocating to another area, we can help you navigate the many details of a real estate transaction. We can assist you in finding competent real estate professionals, in arranging showings, in negotiating a mortgage, and in managing the paperwork involved in closing a deal.

Concierge services
The Legacy Trust team can help you manage a wide range of personal affairs. Maybe you need someone to pay your bills while you’re on vacation. Maybe you’d like us to handle the details of purchasing a new vehicle. Or maybe we can help you locate an assisted living community and interview the facility's management. We can provide assistance with all of these mundane tasks and much more. Our goal is to give you more time for the activities you truly enjoy.

Wealth education
Stop by our library for a wealth of educational materials that will help family members of all ages understand the rewards and challenges of significant wealth. We also will arrange wealth education and counseling sessions with our staff or outside professionals for any or all members of your family.

SUCCESS PROFILE:

Anne C., 72, recently widowed, $32 million in assets

Situation: Anne has substantial family wealth that she is now solely responsible for managing following the death of her husband. She has a well-established investment plan that she and her husband built over many years, but she wants to travel and simplify her life without having to worry about the details of managing her wealth.

Solution: Legacy Trust is able to help Anne enjoy her wealth by maintaining her investment portfolio and providing coordinated management of her diverse assets. To simplify her situation, Legacy Trust has helped Anne sell her large beach home and locate a high-quality retirement community where she can live comfortably and not have to worry about security and property upkeep. Anne also travels extensively and relies on Legacy Trust to ensure that her bills are being paid and her other financial affairs are being handled in an efficient and timely manner.

Legacy Trust has established a philanthropic foundation for Anne to support a variety of community charities, and it has helped her design a sophisticated estate plan and wealth transfer strategy that will ensure her wealth is perpetuated for her children and grandchildren. Anne is able to provide for her grandchildren’s college education by fully funding their college tuition, which is not subject to gift taxes. Legacy Trust also has provided private wealth education seminars to help Anne’s children understand the family challenges and responsibilities that come with having significant wealth.

This profile is representative of Legacy Trust clients and the strategies that we design and implement for them.
It does not describe an actual Legacy Trust client.