State trust companies accepting deposits, commercial, National trust companies with deposits, commercial
Legacy Trust Family Wealth Offices
Legacy Trust Family Wealth Offices is an investment firm based in Ponte Vedra Beach, FL, that offers a unique and comprehensive approach to financial services, specializing in investment management, financial planning, legacy planning, estate trust management, and lifestyle management. With a focus on serving member families, Legacy Trust provides personalized and dynamic asset allocations, fosters financial responsibility, and develops long-term financial strategies to ensure a meaningful legacy for its clients. By collaborating with world-class research providers and offering a deeply personal approach to legacy planning, Legacy Trust provides comprehensive oversight, responsible investment management, and continuous monitoring of the big picture for a select group of individuals, families, and foundations. With a commitment to protecting legacies and giving back to the community, Legacy Trust also advocates for numerous local and national charities, sharing its time, wisdom, talents, and financial resources.Generated from the website