Who We Serve

Business Owner

You work hard. How hard is your money working for you? For many, a privately-owned business functions as their primary source of wealth. At Legacy Trust, we can partner with you prior to and during a business transition or sale. Through the process, we’ll provide what’s needed, including investment services, trust counsel, even Family Office services.

Corporate Executives

Managing wealth is a full-time job. And since you already have one of those, we’re here to lessen the burden of time and stress. Our team is comprised of bright minds that understand corporate compensation packages — from 401K and pension plans to corporate stock, stock options and other deferred compensation — and can advise on tax-efficient transition as you near retirement.

Retirees

After a successful career comes retirement. But what comes after that? If you’re already retired, Legacy Trust can help solidify your generational wealth transfer strategies and actively manage the risk in your portfolio through wealth and investment management, estate planning, insurance needs for medical care and other support services.

Multi-Generational Families

Your wealth has the potential to build over generations or slowly dissolve. Which would you choose? Our team works with you and your children to ensure your wealth lasts—through our investment management, insurance counsel, trust administration and philanthropic planning services. For some families, utilizing our specialized Family Office services provides an additional level of planning and control.

Special Needs Families

We understand the complexity and delicacy of administering a special needs trust—not only through expertise, but also through personal experience. Our team takes care to assess the requirements, resources and desires of the beneficiary. We do this locally, knowing a close relationship with the family is imperative to meeting each member’s long-term needs.

Foundations & Endowments

Foundations and Endowments must balance the dual obligations to accumulate a pool of assets sufficient to build capital for future use while also providing a sufficient cash flow to support current needs. At Legacy Trust, we have extensive experience working alongside organizations in pursuit of this goal. As this balancing act has grown more challenging in recent years due to the low return environment, we believe that it is critical to apply a disciplined approach to develop a strategic investment plan that will put our Foundation clients in the best position to reach their goals without taking on unnecessary risk.

Contact Us

Legacy Trust

99 Monroe Ave, NW
Suite 600
Grand Rapids, Michigan 49503

616.454.2852
Fax: 616.451.3312
info@legacygr.com

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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Legacy Trust makes no representation concerning nor is it responsible for the quality, content, nature, or security of any hyperlinked site. This link is provided as a convenience and does not imply any investigation or endorsement of the site.

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