Answers for Life.

We reduce the burden of financial decisions with trusted advice and custom plans to create and support your legacy.

Legacy Trust Services

Investment Management

Our experienced investment team applies thoughtful market insight to build sophisticated investment portfolios to meet the unique needs of every client, maximizing potential returns while managing risk.

  • Asset management and securities analysis
  • Customized portfolio construction
  • Regular evaluation and communication

Learn more about our Investment Philosophy.

Trustee Services

What will your wealth accomplish in your generation? Or the generations that follow? You need a trusted family advisor who can help you achieve your wealth preservation goals.

  • Estate plan implementation
  • Strategic wealth preservation
  • Tax filings and reporting requirements
  • Generational wealth transfer

Learn more about our Trustee Services.

Wealth Planning

In matters of wealth, details matter. Our approach is consistent and proven; and our firm is steadfastly independent, ensuring you never get offered a product or service that’s not in your best interest.

  • Current & future cash flow planning
  • Planning for education, retirement, charitable giving, wealth transfer and legacy
  • Estate & income tax management
  • Insurance consultation & risk management

Family Office

When family wealth meets the family dynamic, you need specialized support services to manage it. We can work with you to develop financial fluency across the generations, ensuring a meaningful and lasting legacy.

  • Generational education
  • Bill payment & payroll
  • Portfolio aggregation & reporting
  • Private foundation administration

The Legacy Experience

  • I always wondered what would happen after my parents pass. Having Legacy facilitate these conversations has helped us become closer as a family.

  • My Legacy advisor gives me advice, not just ideas. When I meet with her, I walk away understanding the impact of my decisions.

  • When my mother-in-law passed, the estate settlement happened far away and her trust officer was no longer assigned to our account. When we settled my Dad’s estate, our Legacy trust officer was part of the entire process. The continuity of that relationship really made a positive difference in our experience.

  • When I have questions, I know you’ll give me honest answers, even if it’s not what I want to hear.

  • I sold my business, but I’m too young to stop working. You didn’t just help with my newfound wealth, you helped me sort out the next steps on my path.

Legacy In The Media

Our Perspective On…

Contact Us

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

616.454.2852
Fax: 616.451.3312
info@legacygr.com

Call Us
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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