Protect your legacy
Foundations Bank has partnered with Legacy Private Trust Company to bring you trust and estate planning services. Like us, Legacy takes pride in their custom service, helping high-net-worth individuals protect their family and business assets.
To schedule a free consultation, call your Foundations Retail or Commercial Private Banker. And open the door to these benefits:
Trust and estate expertise
Legacy Private Trust Company's staff of highly educated professionals currently has more than $250 million in assets under management. They can guide you in choosing the right tools for your objectives.
Focus on long-term growth
Legacy Private Trust Company seeks to grow your trust assets while limiting risk. Their professionals employ state-of-the-art technology, proprietary research and a disciplined process to maximize returns.
Impartial, custom advice
With no obligation to sell a particular product, Legacy Private Trust Company provides unbiased recommendations and strategies focused on your specific interests. Services include:
- Revocable, irrevocable, charitable and testamentary trust services
- 401(k) services
- Court-appointed guardianships and conservatorships
- Trusteeship of irrevocable life insurance trusts
- Tax-sensitive investing
- Generational wealth management
Call your Foundations Retail or Commercial Private Banker to get started!
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