Highlights: Legacy's Family Office Forum

Our fifth annual Family Office Forum, held on February 2nd, featured presentations on Investment Opportunities & Risks in 2023 from Fund Evaluation Group (FEG), the New Regime from Blackrock Investment Institute’s Kurt Reiman and Purposeful Planning from Tim Flanagan from Purcell, Flanagan, Hay & Greene, P.A. To see key event highlights, click on the button below.

For a more in-depth look into FEG’s Investment Opportunities & Risks Presentation Deck and Tim Flanagan’s Purposeful Planning Guide click the icons below:

Legacy Trust Family Wealth Offices

 4200 Marsh Landing Blvd, Suite 100

Jacksonville Beach, FL 32250

Office: (904) 280-9100

Fax: (904) 280-9109

Legacy Trust Family Wealth Offices of Jacksonville Beach, Florida, is a new type of financial services firm - an independent multi-family office - that brings all facets of your personal financial affairs under one roof, where they are coordinated for optimum efficiency and maximum performance. 

Investment products are not FDIC insured, are not bank guaranteed, and may lose value.