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.
- Bill payment
- Bookkeeping/accounting
- Cash flow
- Enhanced client reporting
- Financial reporting
- Generational education
- Payroll
- Portfolio aggregation
- Tax compliance
- Real estate services
- Statements
To learn more about Legacy Trust’s Family Office services, please contact a member of our experienced Family Office team.
