At Legacy Trust, we believe that a key to the long-term preservation of family wealth is a family education process.
We have established relationships with top professionals and organizations devoted to family education. Through these relationships we can offer our clients access to interdisciplinary seminars covering topics from asset allocation, to family governance, to intra-family communications. We can facilitate family meetings or design meetings of specific content for specific family members.
We are committed to the notion that family wealth does not consist solely of financial assets. It is the collective intellect, personality and experience of all family members and generations, past and present.
Art provided from the private collections of Legacy clients.