What is a Family Office

In very simple terms, a Family Office provides personal financial management for families of significant wealth, offering a full range of services and advice that otherwise would be handled by multiple companies or people. We integrate tax strategies, estate planning, wealth management, trustee services and investment management, and we provide consolidated performance monitoring and reporting. Legacy Trust Family Wealth Offices is a family office serving multiple families.

Legacy Trust Family Wealth Offices is structured to provide sophisticated investment management services. Legacy clients have access to carefully screened top-tier money managers that were previously only available through boutique investment firms.

Since its beginnings, Legacy Trust Family Wealth Offices has delivered on the promise envisioned by its founders. The firm manages assets for a select group of individuals, families and foundations and has grown into the largest independent firm of our kind in the state.

Fiduciary Responsibility At Legacy Trust, we take our fiduciary responsibility to our families very seriously, because your success is our success.