Legacy Trust Family Wealth Offices is a multi-family office in Jacksonville Beach, Florida. A group of individuals founded Legacy Trust in August 2002 because they were dissatisfied with the wealth management services of large brokerage institutions and banks. They saw a need for a more personal approach to wealth management and trustee services, in a firm that would fit each family's individual needs and financial situation, with objective and transparent service and the client's needs paramount. Besides wealth management, the firm is a community leader, donating financial and human resources to many meaningful organizations. Good stewardship of clients' finances and of the community defines the firm.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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