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Planning & Account Services

Securing Your Financial Future Through Planning

In today’s fast-paced global economy, sophisticated, innovative and pro-active professional wealth management services are essential. Our client relationship managers specialize in wealth management services for:

  • Individuals and families
  • Family-owned and managed businesses
  • Executives and professionals
  • Family office arrangements
  • Foundations and endowments

The service needs of every relationship are unique and Legacy’s professionals have extensive experience in working with all forms of investment and trust accounts. Whether the goal is to ensure financial security of your family or business during your lifetime, transfer assets at your death or fulfill your philanthropic vision, we carry out our duties with sensitivity, efficiency and the distinctly personalized standards our clients have come to expect.