Understanding Your Needs

Wealthy families acquire their assets in a variety of ways. Some have built their wealth from productive careers or astute investments, while others have inherited family fortunes. Regardless of the source of assets or the unique circumstances that characterize every family, most wealthy families do share a common desire: to ensure that their wealth has a positive impact on the lives of family members today and in future generations. Helping each of our families preserve their wealth and achieve a positive impact is the fundamental commitment of Legacy Trust Family Wealth Offices.

As your family office, Legacy Trust works closely with you to understand your goals and provide the level of services and assistance you require. If you become a Legacy Trust family, we will assess your situation and develop a comprehensive plan that incorporates investment, tax, estate planning and legacy planning strategies. Because no two families are the same, the plan Legacy Trust develops for you will be unique and designed to ensure that your wealth is not only managed, but also preserved so it can serve as your legacy for generations to come.