Legacy Trust

At Legacy Trust, we pride ourselves on providing exceptional service to our clients through our comprehensive range of wealth management and trust services. Our team of experts is dedicated to helping our clients achieve their financial goals and build lasting legacies. With a deep understanding of the complexities of wealth management, we offer personalized solutions tailored to the unique needs of each client.

Our Services

At Legacy Trust, we understand the importance of effective wealth management in achieving financial security. That's why we offer a range of services designed to help our clients achieve their goals, including:

Investment Management: Our experienced investment team uses a disciplined approach to develop a customized investment strategy that aligns with each client's goals and risk tolerance.

Trustee Services: We provide expert trust administration services, ensuring the effective management of trust assets and the distribution of assets according to the trust's terms.

Wealth Planning: Our team of wealth planners works closely with clients to create personalized plans that address their financial, estate, and tax planning needs.

Family Office: For high-net-worth individuals and families, we offer family office services that provide customized financial management, investment management, and administrative support.

Who We Serve

At Legacy Trust, we work with a diverse range of clients, including:

Business Owners: We help entrepreneurs and business owners navigate the complexities of wealth management, including the transfer of business ownership and the management of family wealth.

Corporate Executives: Our team has expertise in corporate compensation packages and tax-efficient transitions, making us the right partner for corporate executives nearing retirement.

Retirees: We help retirees make the most of their assets, ensuring that their wealth is protected and managed to achieve their desired lifestyle.

Multi-Generational Families: Our team works closely with multi-generational families to develop customized strategies for wealth transfer, investment management, and family governance.

Special Needs Families: We have extensive experience in administering special needs trusts, providing expert guidance and support for families caring for individuals with special needs.

Foundations & Endowments: Our team has extensive experience working with foundations and endowments, helping them achieve their goals through strategic investment planning and tax-efficient strategies.

Our Leadership

Our leadership team is comprised of experienced professionals who are dedicated to delivering exceptional service to our clients. Our president and CEO, Tracey Hornbeck, has over 20 years of experience in the wealth management industry and is committed to upholding the highest standards of ethics and fiscal responsibility.

Insights

At Legacy Trust, we are committed to staying informed and sharing our insights with our clients. Our market snapshots and summaries provide timely and relevant information on market trends and economic conditions.

Celebrating 20 Years

As we mark the 20th anniversary of Legacy Trust, we take a moment to reflect on our journey. We are deeply grateful to our loyal clients, dedicated employees, and partners who have been integral to our success. As we look to the future, we remain focused on delivering exceptional service and exceeding our clients' expectations.

Community Involvement

At Legacy Trust, we believe in giving back to our community. We are dedicated to supporting local organizations and initiatives that align with our values.