Legacy Trust Family Wealth Offices is a family office - multi based in Jacksonville, United States, founded in 2002. Verified contact details, AUM data, and investment preferences on FindLPs.
Legacy Trust Family Wealth Offices is a multi-family office based in Jacksonville Beach, Florida. Legacy Trust was founded in August 2002 by a group of individuals who were dissatisfied with the wealth management services provided by large brokerage institutions and banks. They saw the need for a more personal approach to wealth management and trustee services; a firm that would align with each of their family's individual needs and financial situation. Services would be delivered objectively and transparently and the needs of the client would be paramount. In addition to our wealth management services, we are a community leader, donating financial and human resources to many meaningful organizations. Being good stewards of our clients' finances as well as our community is what makes Legacy Trust who we are.
Investment types: Real Assets & Natural Resources - General
Sectors & themes: Diversified Finance Consulting, Investment Management, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Financial Services, Finance, High-Level Sectors, Non-Profit
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 822 A1A North\nSuite 101\nJacksonville\nFlorida\n32250\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.