Legacy Trust was founded in August 2002 by a group of individuals who were dissatisfied with the wealth management services provided by large brokerage institutions and banks. They saw the need for a more personal approach to wealth management and trustee services; a firm that would align with each of their family’s individual needs and financial situation. Services would be delivered objectively and transparently and the needs of the client would be paramount.
Today, we can proudly say we have fulfilled the vision set in place by our founders by providing elite wealth management services to a select group of individuals, families and foundations in Northeast Florida and across the country.
In addition to our wealth management services, we are a community leader, donating financial and human resources to many meaningful organizations. Being good stewards of our clients' finances as well as our community is what makes Legacy Trust who we are.
WHAT IS A FAMILY OFFICE
A family office simplifies the lives of families of significant wealth by providing personalized financial management and a full range of services and advice that otherwise would be handled by multiple companies or people. While our integration of investment management with complex tax, estate, financial and philanthropic planning strategies is top-notch, what sets us apart is the fact that our clients know we will take care of their family’s future generations through our trustee services, financial education curriculum and aging advocacy services.
UNDERSTANDING YOUR NEEDS
Helping each of our families preserve their wealth and achieve a positive impact is a fundamental commitment of Legacy Trust Family Wealth Offices. As your family office, we work closely with you to understand your goals and provide the level assistance you need. When you become a Legacy Trust Family, we assess your situation and develop a comprehensive plan that incorporates investment, tax, estate and legacy planning strategies. Because no two families are the same, the plan Legacy Trust develops for you will be unique and designed to ensure that your wealth is responsibly managed to serve as your legacy for generations to come.
INDEPENDENT & OBJECTIVE
What does it mean to be fully independent and objective? We do not receive commissions nor do we sell products. Our sole source of compensation is based on the assets we manage on your behalf. We have no financial incentive to push certain products or generate transactions, and no corporate headquarters pressuring us to increase sales and profit margins. That means we are free to always place your best interests first. In fact, as your fiduciary agent, we are not only morally but also legally required to do so. We answer to you, and only to you. At Legacy Trust, we take our fiduciary responsibility to our families very seriously, because their success is our success.