Legacy Trust Services
Investment & Wealth
In matters of wealth, details matter. The personal, income and tax-planning needs of one client are different from the next. We turn these variables into a personal strategy that we’re confident will deliver repeatable outcomes. Our approach is consistent and proven. Our people are local, yet think with a global perspective. And our firm is independent, ensuring you never get offered a product or service that’s not in your best interest.
Trusts + Estates
What will your wealth accomplish in your lifetime? More importantly, what will it accomplish in the lifetimes to come? Our professional trustees work hard to build meaningful relationships with your beneficiaries. We also provide reporting, tax filing and support services.
When family wealth meets the family dynamic, you need specialized support services to manage it. Transitioning to a family office can help you unify and coordinate all your financial affairs—investments, trust administration, tax planning, wealth transfers, philanthropic administration, accounting and bill pay. And we can work with you to develop financial fluency across the generations, ensuring a meaningful and lasting legacy.
Wills & Trusts
Mark Periard and Jessica Schilling discuss the use of wills and trusts in the estate planning process.
How Does Legacy Trust Approach Wealth Planning?
Tom Blower and Brian Balke provide insight and perspective into our holistic, client-centered approach.
The Legacy Trust Story
Bill Walker, the founder and CEO of Legacy Trust, shares how and why the company was created in 2004. He had a vision for creating a different kind of wealth management firm, one focused solely on solutions tailored to meet the needs of its clients.
Legacy Trust Investment Process
Ever wonder what the investment process looks like at Legacy Trust? Laina Mills explains how our advisory team comes together to create customized strategies for each person’s unique situation.