Business Profile

Legacy Trust Company

Business Size: 11-15
Phone: (904) 280-9100

Address:
4200 Marsh Landing Boulevard
Jacksonville Beach, Florida 32250

About Legacy Trust CompanyWe provide wealth management and family office services.We provide integrated financial planning solutions for our client families based on an independent, big picture understanding of their investment, tax and estate planning needs. As a trust company we also provide corporate trustee services to our clients.We created a long range multi generational and deeply personal approach to legacy planning.
What differentiates you from the competition?People, Culture and Values
What are your top selling services or products that your company offers?Investment management coupled in the right situations with a corporate trustee role.
If you had one message to get across to future customers, what would it be?We provide peace of mind.
What is the biggest marketing challenge that you will face in the upcoming year?Finding good people

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