Formed in August 2002, Legacy Trust was conceived by a small group of wealthy individuals who were dissatisfied with the services they were receiving from large brokerage institutions and banks. These individuals saw the need for a new model — a client-friendly firm that would provide comprehensive oversight for each client’s financial situation, aligned with each client’s unique needs. Services would be delivered objectively and transparently, and the needs of the client would be paramount.
At the same time, the structure of the office would allow it to provide investment management services with the same level of sophistication that previously was available only through boutique investment firms where clients have access to carefully screened, top-tier money managers.
Since its beginnings, Legacy Trust has delivered on the promise envisioned by its founders. The firm manages assets for a select group of individuals, families and foundations in Northeast Florida, and we have grown into the largest independent firm of our kind in the state.
Legacy Trust has evolved into one of the most prominent Family Offices in Florida, consistently listed on Florida Trend’s top Trust Company lists. We are a solid company with consistent year over year growth in every important measurable category: assets under management, number of people we employ and investment performance. We are a community leader, donating financial and human resources to many meaningful organizations. Being good stewards of our clients finances as well as our community is what makes Legacy Trust who we are. We’ve come a long way.