Financial Planning

Most wealthy families maintain multiple advisors, such as an accountant, estate planning attorney and investment manager, each of whom is responsible for a single area of specialization within the broad realm of financial planning. The problem with this strategy is that no one is “managing” the team to ensure that the client's long-term financial planning goals are being met. This can result in missed opportunities and inefficient — or even conflicting — wealth management strategies.

At Legacy Trust, we give each of our families an integrated financial planning solution, based on our big-picture understanding of their interdependent investment, tax and estate issues. After we review your situation with you, we develop your family’s comprehensive plan that become the baseline against which our future performance is measured. Your team of professionals at Legacy Trust can then use their comprehensive financial planning expertise to help you achieve your wealth management objectives.