Services
Our approach is consistent and proven, and our firm is steadfastly independent, ensuring you’re never offered a product or service that’s not in your best interest.
Investment Management
Creating and sustaining financial legacies doesn’t happen overnight. We help you grow your legacy using a disciplined, thoughtful approach that emphasizes transparency, tax efficiency and simplicity. You can rely on us to construct a strategic, long-term asset allocation plan based on your unique goals instead of engaging in market timing or costly tactical shifts. We build sophisticated portfolios by investing in high-quality businesses across the globe.
Trustee Services
At Legacy Trust, we help you manage your wealth and secure your legacy for future generations. Our experienced Wealth Advisors work seamlessly with your estate planning attorney and other advisors to minimize taxes and fees, and ensure your assets are protected and able to provide for your family.
Wealth Planning
In matters of wealth, details matter. Your personal, income and tax-planning needs are different from the next client. We turn your unique variables into a personal Wealth Plan with a strategy we’re confident will deliver repeatable outcomes.
Family Office
When family wealth meets the family dynamic, you need specialized support services. A family office can do more than just unify your financial affairs. From coordinating your business, real estate, insurance, legal and financial teams to building financial fluency and philanthropic values across generations, we can help you ensure a meaningful and lasting legacy.
Who We Serve
Business Owners
You have worked hard. Now how can you make all of that work hard to support you and the rest of your aspirations? For many, a closely-held 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 transitions 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 generation. 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.
