Legacy Trust Family Wealth Offices

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Legacy Trust Family Wealth Offices — overview

Assets Under Management

Type

Family Office - Multi

Location

Jacksonville Beach, FL, US

Alternative Asset Classes

REHF

About

Established in 2002, Legacy Trust Family Wealth Offices is a Florida-based multi-family office. The services it provides include financial planning, tax planning, estate planning, investment management, cash flow management, philanthropic planning, and lifestyle management.

Legacy Trust Family Wealth Offices - known decision makers (14)

Contact NamePositionLocationEmailTelephoneAsset Class
Chairman of the BoardJacksonville Beach, USREINFHFNR
Chief Administrative Officer, Chief Financial OfficerJacksonville Beach, USREINFHFNR
Chief Executive OfficerJacksonville Beach, USREINFHFNR
Chief Family Strategy OfficerJacksonville Beach, USREINFHFNR
Chief Investment OfficerJacksonville Beach, USREINFHFNR

Showing 5 of 14 known decision makers Legacy Trust Family Wealth Offices

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