AN INVESTMENT FIRM DOING UNIQUE THINGS in A UNIQUE WAY
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 are a client-centered firm providing comprehensive oversight, from investment management to legacy planning in which objectivity and transparency and the needs of our clients – not of our firm – are paramount.
Legacy Trust is a multi-family office providing integrated financial planning solutions based on independent, big-picture understanding of our client-families’ investment, tax and estate planning needs. We take the time to understand their past, present and future. We 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. Responsibly managing assets for a select group of individuals, families and foundations has allowed us to grow into the largest independent firm of our kind in the state.