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Legacy Trust Company Inc
| Address | 822 A1a N Ste 101 Ponte Vedra Beach, FL 32082-8208 |
| Phone | (904) 280-9100 |
| Website | www.legacytrustcompany.com |
Convenience. Performance. Peace of Mind. The Value of Legacy Trust.
Is my money growing as fast as it should? Do my investments match my goals? Am I properly preserving my wealth for future generations? Am I so focused on these issues that I am not fully enjoying the money I have? Money by itself does not eliminate worry. No one understands this more than the high-net worth.
Legacy Trust Family Wealth Offices of Ponte Vedra Beach Florida helps high net worth families answer all of these questions and more. They provide their clients with the peace of mind in knowing that their financial affairs are being managed properly and comprehensively. A new type of financial services firm, Legacy Trust Family Wealth Offices, is an independent multi-family office, bringing all facets of ones personal financial affairs under one roof creating optimum efficiency and an all-inclusive outlook for each clients financial situation and unique needs.
Legacys team of experts handle investment management, tax strategies, estate planning, trust services, foundation management and more. They also offer concierge services, financial education, philanthropic guidance and the personal touch that other one dimensional investment companies do not.
Secure your legacy for tomorrow, while enjoying your wealth today
67, newly retired corporate executive, $7.3 million in assets. Needs: Investment strategy, retirement income plan, estate planning, charitable giving plan. See Strategy >
Mary & George T.
61 and 58, sold family business, $17 million in assets. Needs: Asset allocation strategy, retirement income plan, charitable giving plan, family wealth education. See Strategy >
72, recently widowed, $32 million in assets. Needs: Investment coordination, life management services, charitable giving management. See Strategy >
Sponsorships Help Companies Extend Reach The Jacksonville Business Journal October 8th-14th, 2010
View the PDF >
Legacy Trust Signs Sponsorship Deal with Ponte Vedra High School
Jacksonville Business Journal September 10-16, 2010
Legacy Trust Takes Key Sponsorship Position in Local Nationwide Tour
St. John's County Business Ledger August 28, 2010
Legacy Trust Shifting to Focus to Family Services Jacksonville Times Union August 27, 2010 View the PDF >
Is my money growing as fast as it should? Do my investments match my goals? Am I properly preserving my wealth for future generations? Am I so focused on these issues that I am not fully enjoying the money I have? Money by itself does not eliminate worry. No one understands this more than the high-net worth.
Legacy Trust Family Wealth Offices of Ponte Vedra Beach Florida helps high net worth families answer all of these questions and more. They provide their clients with the peace of mind in knowing that their financial affairs are being managed properly and comprehensively. A new type of financial services firm, Legacy Trust Family Wealth Offices, is an independent multi-family office, bringing all facets of ones personal financial affairs under one roof creating optimum efficiency and an all-inclusive outlook for each clients financial situation and unique needs.
Legacys team of experts handle investment management, tax strategies, estate planning, trust services, foundation management and more. They also offer concierge services, financial education, philanthropic guidance and the personal touch that other one dimensional investment companies do not.
Secure your legacy for tomorrow, while enjoying your wealth today
67, newly retired corporate executive, $7.3 million in assets. Needs: Investment strategy, retirement income plan, estate planning, charitable giving plan. See Strategy >
Mary & George T.
61 and 58, sold family business, $17 million in assets. Needs: Asset allocation strategy, retirement income plan, charitable giving plan, family wealth education. See Strategy >
72, recently widowed, $32 million in assets. Needs: Investment coordination, life management services, charitable giving management. See Strategy >
Sponsorships Help Companies Extend Reach The Jacksonville Business Journal October 8th-14th, 2010
View the PDF >
Legacy Trust Signs Sponsorship Deal with Ponte Vedra High School
Jacksonville Business Journal September 10-16, 2010
Legacy Trust Takes Key Sponsorship Position in Local Nationwide Tour
St. John's County Business Ledger August 28, 2010
Legacy Trust Shifting to Focus to Family Services Jacksonville Times Union August 27, 2010 View the PDF >
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