AN INVESTMENT FIRM DOING UNIQUE THINGS in A UNIQUE WAY

SERVING OUR MEMBER FAMILIES, LEGACY TRUST DEFINES THE FAMILY OFFICE EXPERIENCE AND ENSURES A MEANINGFUL LEGACY FOR OUR CLIENTS.
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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.