Family Is at the root of our name and our philosophy.

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AN INVESTMENT FIRM DOING UNIQUE THINGS in A UNIQUE WAY

SERVING OUR MEMBER FAMILIES, LEGACY TRUST DEFINES THE FAMILY OFFICE EXPERIENCE AND ENSURES FOR OUR CLIENTS A MEANINGFUL LEGACY.
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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. We provide integrated financial planning solutions for our client families based on an independent, big-picture understanding of their investment, tax and estate planning needs. We take the time to understand each family’s past, present and future and develop long-term financial strategies against which our performance is measured.

We created a new model: a long-range, multi-generational and deeply personal approach to legacy planning. Our experience allows us to provide comprehensive oversight, objectivity, and responsible investment management for a select group of individuals, families and foundations.  We serve our community by sharing our time, wisdom and talents – along with our financial resources – to help advocate for numerous local and national charities. Using our values as our compass, we protect our legacy as well as the legacy of each of our client families.

  • Collaborate with world-class research providers
  • Develop personalized and dynamic asset allocations
  • Construct customized global portfolios
  • Implement tax efficient investment plan

Investment
Management

  • Perpetuate family's values
  • Foster financial responsibility
  • Educate through proprietary curriculum:
  • Investing 101, Investing 201, Financial Responsibility

Education
of Future
Generations

  • Develop a comprehensive plan
  • Provide integrated solutions
  • Continuous monitoring of the "big picture"
  • Achieve long term objectives

Financial
Planning

 
  • Identify family's mission and vision
  • Create family's philanthropic plan
  • Personalized tutoring of family members
  • Broaden impact of family "brand"

Family Meetings

  • Business sale strategists
  • Private equity strategiests
  • Health and wellness experts
  • Private banking specialists

Access to
Elite Network

  • Develop an understanding of unique family needs
  • Plan for the transfer of wealth
  • Oversee family dynamics and offer guidance
  • Design charitable giving strategies

Legacy & Estate
Planning

 
  • Manage cash flow and bill payment
  • Coordinate strategies with CPA
  • Review life, homeowner's, liability and health insurance (including Medicare)
  • Implement tactical Social Security plan
  • Simplify financial lives

Lifestyle Management

  • Review long-term care insurance
  • Facilitate family conversations
  • Assess needs and make connections with area facilities

Aging Advocacy

  • Guidance regarding board governance
  • Management of board discretionary assets
  • Provide access to volunteers and community resources

Foundations
& Endowments

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