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Service Specialties

Ensuring Your Family’s Lifestyle with Customized Services

Sometimes complex family circumstances require assistance that goes beyond the definition of general wealth management and planning. As an independent trust company, Legacy enjoys the benefit of being able to create service offerings based on the needs of any particular individual or family. Situations where services are truly arranged on a one-to-one basis include:

  • Single or Multi-Family Office
  • Recently Widowed
  • Special Needs Adults
  • Family or Non-Profit Foundations

These services often include centralized management or oversight of investments, tax and estate planning, and philanthropic planning. But even more concentrated services can incorporate complete day-to-day administration and management of a family’s affairs, including;

  • Expense management and bill paying
  • Management of household employees and payrolls
  • Arrangement of in-home care professionals
  • Family support and financial education
  • Family meetings and policy governance

As a company who puts your peace of mind at the heart of our mutual partnership, we will find a way to organize your financial arrangements so you can live your life, your way.