Wealth Management
Wealth management is more than a buzzword—it is a disciplined process involving the ongoing review of your financial situation to uncover opportunities, meet goals and promote continuing improvement to your financial well-being. It is the only way an investment plan can be integrated with your financial, tax, cash flow and estate planning needs. That’s why Legacy Trust begins each relationship with a Client Profile designed to identify these needs, encourage collaboration among your advisors and provide a platform for re-evaluation of your desires over time.
Accumulating and Growing Wealth
Legacy Trust believes that investment solutions must be tailored to your unique situation. They must also be managed by an organizational philosophy deeply rooted in the principles of prudent diversification combined with objectivity and flexible implementation.
We employ an objective investment platform, allowing our professional advisors to identify premier asset management firms with the necessary talent, resources, discipline and performance history to deliver results.
Preserving and Protecting Wealth
Legacy Trust goes beyond expert investment services to provide you with counsel on income, gift and estate tax planning, retirement planning and employee benefit planning, and estate and charitable giving strategies. We work in concert with your other advisors in order to understand your entire portfolio and develop strategies to reduce risk, preserving the wealth that you have accumulated.
Transitioning Wealth
As a professional corporate trustee, we are well equipped to advise and serve you in the design and implementation of tax-efficient estate planning for the benefit of family and charitable causes. Legacy Trust will act as personal representative for an estate and trustee for personal and charitable trusts. Legacy Trust has taken extraordinary measures to ensure the faithful performance of these duties and responsibilities now and in the future.