Mandate & appetite
- Preferred strategies
- Lp EquityOpportunistic, Value Add
- Target geographies
- {Us & Canada}Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Legacy Trust Company, based in Jacksonville Beach, FL, is a family office serving multi-generational families with comprehensive financial services including investment management, estate planning, and legacy planning, emphasizing long-term wealth preservation through personalized, tax-efficient strategies. Founded with a family-centered philosophy, it supports community charities.
Unlock mandates & allocation signals
See Legacy Trust Family Wealth Offices's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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