Legacy Trust
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
4200 Marsh Landing Blvd Ste 100, Jackson...Phone Number
(904) 280-9100Website
www.legacytrustcompany.comRevenue
<$5 MillionIndustry
About Legacy Trust
Legacy Trust Company is an investment firm that offers a unique family office experience, focusing on investment management, financial planning, legacy planning, estate and trust management, and lifestyle management. They provide integrated financial solutions tailored to the needs of families, individuals, and foundations, ensuring a meaningful legacy through a long-range, multi-generational approach. The company emphasizes education and financial responsibility, offering proprietary curricula and personalized tutoring for future generations. Legacy Trust also engages in community advocacy by supporting local and national charities, aligning their services with their core values.Explore more
SIC Code 62,628NAICS Code 52,523Show moreLegacy Trust Org Chart
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Legacy Trust Company is an investment firm that offers a unique family office experience, focusing on investment management, financial planning, legacy planning, estate and trust management, and lifestyle management. They provide integrated financial solutions tailored to the needs of families, individuals, and foundations, ensuring a meaningful le... Read More