Legacy Trust Family Wealth Offices

Legacy Trust Company provides a full-range of financial services and advice to wealthy families on their investment, tax and estate planning needs. The firm manages assets for a select group of individuals, families and foundations in Northeast Florida. Legacy Trust's services include estate, retirement and tax planning, risk management, wealth management, asset allocation, manager selection, performance reporting, and investment management. The firm was established in 2002 and is based in Ponte Vedra Beach, Florida.