Legacy Trust Family Wealth Offices of Ponte Vedra Beach, FL is the largest independent firm of its kind in Florida. Legacy Trust provides discerning families and foundations with an alternative to the standard services offered by institutional bank and brokerages. Legacy Trust offers its clients full concierge financial oversight and generational wealth management that includes estate planning, investment management, tax strategies and trustee services.
Source: http://amelialewis.com/sponsors/legacy-trust-family-wealth-offices-2/
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