Lifestyle 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.

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.

PLANE BROKERAGE

Many of our clients prefer to travel privately. For them, we manage the leasing, purchasing and fractional share relationships so they can focus on the more rewarding experiences – like enjoying where they’re going.