Legacy Trust Family Wealth Office
Legacy Trust Family Wealth Offices, located in Jacksonville Beach, FL, is an investment firm dedicated to providing a unique family office experience that emphasizes meaningful legacy planning. By offering a comprehensive range of integrated financial services, they simplify their clients' lives and develop long-term strategies tailored to each family's specific needs.
With a focus on education and collaboration, Legacy Trust fosters financial responsibility and supports families in their philanthropic endeavors. Their holistic approach encompasses investment management, financial planning, legacy and estate planning, and lifestyle management, ensuring a deep understanding of each family's past, present, and future.
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