Most wealthy families maintain multiple advisors, such as an accountant, estate planning attorney and investment manager, each of whom is responsible for a single area of specialization within the broad realm of financial planning. The problem with this strategy is that no one is “managing” the team to ensure that the clients’ overall financial planning objectives are being met. This can result in missed opportunities and inefficient — or even conflicting — wealth management strategies.
At Legacy Trust, we provide each of our families with an integrated financial planning solution, based on our big-picture understanding of their interdependent investment, tax and estate issues. After we review your situation with you, we develop legal, estate and investment strategies that become the baseline against which our future performance on your behalf will be measured. Your team of professionals at Legacy Trust can then use their comprehensive financial planning expertise to help you achieve your wealth management objectives.