Legacy Trust provides a full-range of financial services and advice to families of significant wealth that would otherwise be handled by multiple companies or people. Managing the assets for this select group of individuals, families and foundations has allowed us to grow into the largest independent firm of our kind in the state.
Legacy Trust is a multi-family office proving an integrated financial planning solution based on independent, big-picture understanding of our client-families’ investment, tax and estate planning needs. With a fiduciary duty to our clients, we take time to understand their past, present and future. We develop long term financial strategies against which our performance is measured.
Legacy Trust created a new model: a long-range multi-generational and deeply personal approach to legacy planning. We are neither brokers nor financial planners. We are a client-centered firm providing comprehensive oversight from investment management to legacy planning in which objectivity and transparency and the needs of our clients – not of our firm – are paramount.
Web.com Tour Championship: Uncle Kracker Concert
Nothing like good food, good friends and awesome cars! We gathered at Amelia Island with a small group of clients to drive Maseratis, Lamborghnis and McClarens.
Clients Retained %
Our clients aren’t studies or subjects; they each have a story, and each is unique and special to them. We chose the stories below because they’re the ones that seem to be relevant to the most people. Maybe you’ll see yourself in there somewhere. And even if you don’t, you’ll get a good understanding of what we do.
“Legacy Trust allows us to go about our day without the anxiety of constantly thinking about our money. They give us confidence in knowing that we will maintain a lifestyle that will work for the long retirement we have planned. The incredible comfort of knowing our assets are in the right place so we can do the very important things in life is priceless to us. They help us keep it all simple.”
"Kristin, Thanks to you and your staff for being there for my dad financially, but more so on an emotional note. I know he values the relationship he has with Legacy! You and your team are clearly helping him navigate his decisions and supporting him in many ways. Thanks for all you do! - Jason"
"At our new empty-nesters stage of life, our focus was on wealth preservation, conservative portfolio growth, and future estate planning. My husband and I wanted a wealth management company that would assess our individual goals, responsibly manage our portfolio and to whom we could turn to for future advise. Their commitment of full-transparency through online tools allows us access to monthly reports and brings us complete knowledge of where our portfolio stands. The Legacy management team has provided a high-level of personalized service investing time, energy and effort into us as a family, and as clients; and because of their local presence they have introduced us to other business owners and leaders within the community, as well as other Legacy families that we can ask and share in “like-minded topics” of discussion. They have provided rock-solid advice and have an excellent track record in dealing with comprehensive wealth management issues, that our family will be receiving future benefits from. "