Legacy Trust Company, N.A.

A well-structured investment strategy starts with diversification. At Legacy Trust, our open-architecture approach connects clients to best-in-class asset managers across public and private markets. Whether it’s real estate, energy, private equity, or private credit investments, we tailor portfolios to your family’s unique needs. With $4.8 billion in assets under administration, we prioritize long-term stability and growth. https://hubs.ly/Q03956pY0 #InvestmentStrategy #AssetDiversification

At Legacy Trust, we go beyond financial management—we become an extension of the families we serve. With expertise spanning four generations, our family office services support both financial and non-financial aspects of your life, from tax and charitable planning to coordinating personal affairs. We understand that true wealth isn’t just about assets; it’s about stability, continuity, and a lasting legacy. Let us help you navigate life’s complexities with confidence. https://hubs.ly/Q0395bLL0 #FamilyOffice #WealthPlanning

Legacy Trust is proud to provide quarterly market commentary that discusses the current state of the market and expectations for the future. Check out our most recent update for quarter four of 2024 below. #MarketCommentary #Q4

With the change of elected officials taking place, tax and other legislative changes are expected. You can rely on Legacy Trust to keep you informed and aware of any changes that may impact you. https://hubs.ly/Q030h9DS0

Please note that our offices are closed today in observation of the holiday. We look forward to continuing to serve you when we return tomorrow. #MartinLutherKingJrDay #MLK

At Legacy Trust, we are proud to serve our families in more ways than one. We value the opportunity to solve their problems and reduce their stress. Discover what Legacy Trust family office services look like here - https://hubs.ly/Q030gZFd0 #FamilyOffice

Hello 2025! As you begin to set your goals for the new year, remember that our top priority is helping you and your family achieve your goals. We are excited to see what lies ahead in the new year. #NewYear #2025 #GoalSetting

As we approach the new year, we enter into a time of new goal setting. Regardless of what you set out to achieve in 2025, know that your team at Legacy maintains the same commitment to excellence. Wishing you another year of growth and success. Cheers to 2025! #HappyNewYear

The holidays remind us of what matters most. We are deeply thankful for your continued support and partnership. Happy Holidays from your team at Legacy Trust Company. #HappyHolidays

At Legacy Trust, we prioritize an innovative approach to wealth management to help the families we serve achieve their goals and maintain their legacy. Learn more here - https://hubs.ly/Q02ZF3TG0 #WealthManagement