AN INVESTMENT FIRM DOING UNIQUE THINGS in A UNIQUE WAY
At Legacy Trust, 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 provide integrated financial planning solutions for our client families based on an independent, big-picture understanding of their investment, tax and estate planning needs. We take the time to understand each family’s past, present and future and 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. Our experience allows us to provide comprehensive oversight, objectivity, and responsible investment management for a select group of individuals, families and foundations. We serve our community by sharing our time, wisdom and talents – along with our financial resources – to help advocate for numerous local and national charities. Using our values as our compass, we protect our legacy as well as the legacy of each of our client families.