Legacy Trust Company

• ASSET MANAGEMENT
• FIDUCIARY SERVICES
• FAMILY OFFICE SERVICES

• Real Property Services
• Oil & Gas Services
• Foundation Services
• Estate & Financial Planning
• Strategic, Tactical & Administrative Services
• Family Education Services

Legacy Trust provides a broad range of administrative and investment services to facilitate the effective daily management of a growing number of Private Foundations, including:

• Investment and Grant Administration
• Securities Analytics
• Securities Monitoring
• Corporate Record Keeping