Legacy Trust Family Wealth Offices – Financial Planning

Businesses & Service, Financial, Charity & Non-Profits

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.