Legacy Private Trust Alternatives & Competitors
5 companies similar to Legacy Private Trust — A Federally Regulated Trust Company
Companies similar to Legacy Private Trust
jch: kingswood investment management
Financial Planners and Wealth Managers
Lincoln, United Kingdom
Hamilton Tharp LLP
Certified Public Accountants and Consultants
Solana Beach, United Stat...
Gould Asset Management
Experience the freedom of independent financial advice.
Claremont, United States
R.M. Davis
One of Northern New England's Largest Independent Investment Advisers
Portland, United States
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Running Point
Your Family Office—We deliver bespoke investment solutions, innovations, and unique perspe...
El Segundo, United States
About Legacy Private Trust
Legacy Private Trust, a Federally Regulated Trust Company, stands out as a dedicated financial partner for high-net-worth Canadian families and institutional clients. Founded in 2002, this Canada-based company leverages expertise that stretches back to the 1960s, offering specialized services in trust, estate managemen...
Trust Management and Administration, Estate Administration, Powers of Attorney for Property, Guardianships, Foundations, Tax & Accounting
High Net Worth Canadian Families, Institutional Clients, Trust Beneficiaries, Clients Requiring Custom Services
Trust Management, Estate Administration, Power Of Attorney Services, Tax And Accounting Services, High-Net-Worth Client Services, Institutional Client Services, Guardianship Administration, Foundations Management, Charitable Giving Solutions, Objective Third-Party Services, Executor Support, Beneficiary Support, Personalized Service Model, Complex Estate Solutions
B2C, B2B
Service Fee, Retainer, Value Based Pricing
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Compiled from the BounceWatch company index. We last looked at Legacy Private Trust on 7 Apr 2026. The 5 companies listed here were last checked between 12 Sep 2024 and 30 Mar 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
