Trusts provide for the orderly and continuous management of assets in a variety of circumstances. Legacy Trust makes trust services available to those clients who wish to name us as their trustee or co-trustee. Legacy can accept, or share in, the responsibility and authority for making investment and other discretionary decisions. However, in certain cases, as with a Revocable Living Trust, the trust’s grantor can retain decision-making authority.
As trustee, Legacy Trust performs a number of important functions on our clients’ behalf including:
- Develop suitable investment objectives
- Access suitable investments
- Develop and maintain an asset administration and review process
- Attend to the trust’s tax needs
- Exercise impartial and experienced judgment in the use of discretionary powers
For more information on how our trust service can be tailored to meet your needs, contact Legacy Trust.
Art provided from the private collections of Legacy clients.