Also known as Legacy Trust
Legacy Trust Family Wealth Offices is a multi-family office based in Jacksonville Beach, Florida. Legacy Trust was founded in August 2002 by a group of individuals who were dissatisfied with the wealth management services provided by large brokerage institutions and banks. They saw the need for a more personal approach to wealth management and trustee services; a firm that would align with each of their family's individual needs and financial situation. Services would be delivered objectively and transparently and the needs of the client would be paramount. In addition to our wealth management services, we are a community leader, donating financial and human resources to many meaningful organizations. Being good stewards of our clients' finances as well as our community is what makes Legacy Trust who we are.
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Legacy Trust Family Wealth Offices is a multi family office (mfo) based in Jacksonville, United States.
Legacy Trust Family Wealth Offices is headquartered in Jacksonville, United States.
Legacy Trust Family Wealth Offices was founded in 2002.
Legacy Trust Family Wealth Offices focuses on Real Assets & Natural Resources - General, Diversified Finance Consulting, Investment Management, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Financial Services, Finance.
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