Insights

Strong Wealth Focus Legacy Trust specializes in personalized wealth management services for high-net-worth individuals and families, emphasizing long-term planning and legacy building. This focus presents opportunities to offer advanced estate planning, succession strategies, and specialized investment solutions tailored to affluent clients seeking continuity and legacy preservation.

Localized Service Model With a commitment to staying rooted in West Michigan, the company’s client-centric approach revolves around local decision-making and in-person engagement. This provides an opening to position regional financial institutions or tech providers that enhance local service delivery, community engagement, or digital experiences targeted at regional clients.

Technology Adoption Legacy Trust employs a modern tech stack including SEO tools, content management, and best-in-class hosting technologies, indicating a forward-thinking approach to digital presence. There’s potential to collaborate on advisory or platform solutions that enhance digital client onboarding, cybersecurity, or data analytics for wealth management firms.

Leadership Expansion Recent appointments to the Board and management team highlight ongoing growth and strategic leadership development, signaling an active focus on strengthening institutional expertise and governance. This creates opportunities for executive coaching, leadership development services, or innovative consulting aligned with their growth trajectory.

Innovation and Partnership The partnership with Ledger Co. to provide custodial services for digital assets reflects an openness to innovative financial products and emerging asset classes. Engaging with firms offering digital asset custodial solutions, blockchain integrations, or fintech collaborations can position your offerings as complementary to their expanding service portfolio.

Legacy Trust GR Tech Stack

Legacy Trust GR uses 8 technology products and services including LiteSpeed Cache, RSS, jQuery Migrate, and more. Explore Legacy Trust GR's tech stack below.

  • LiteSpeed Cache
    Caching
  • RSS
    Content Management System
  • jQuery Migrate
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players
  • HTTP/3
    Web & Portal Technology
  • Nginx
    Web Servers

Media & News

Legacy Trust GR's Email Address Formats

Legacy Trust GR uses at least 1 format(s):
Legacy Trust GR Email FormatsExamplePercentage
FLast@legacygr.comJDoe@legacygr.com
48%
FirstLast@legacygr.comJohnDoe@legacygr.com
2%
FLast@legacygr.comJDoe@legacygr.com
48%
FirstLast@legacygr.comJohnDoe@legacygr.com
2%

Frequently Asked Questions

Where is Legacy Trust GR's headquarters located?

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Legacy Trust GR's main headquarters is located at 99 Monroe Avenue Northwest, Suite 600. The company has employees across 2 continents, including North AmericaSouth America.

What is Legacy Trust GR's phone number?

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You can contact Legacy Trust GR's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Trust GR's official website and social media links?

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Legacy Trust GR's official website is legacygr.com and has social profiles on LinkedIn.

What is Legacy Trust GR's NAICS code?

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Legacy Trust GR's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Legacy Trust GR have currently?

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As of December 2025, Legacy Trust GR has approximately 29 employees across 2 continents, including North AmericaSouth America. Key team members include President & Ceo: T. H.Senior Vice President, Chief Investment Officer At Legacy Trust: S. D.Senior Vice President: B. M.. Explore Legacy Trust GR's employee directory with LeadIQ.

What industry does Legacy Trust GR belong to?

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Legacy Trust GR operates in the Investment Management industry.

What technology does Legacy Trust GR use?

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Legacy Trust GR's tech stack includes LiteSpeed CacheRSSjQuery MigrateYoast SEOBootstrapYouTubeHTTP/3Nginx.

What is Legacy Trust GR's email format?

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Legacy Trust GR's email format typically follows the pattern of FLast@legacygr.com. Find more Legacy Trust GR email formats with LeadIQ.

When was Legacy Trust GR founded?

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Legacy Trust GR was founded in 2004.

Legacy Trust GR

Investment ManagementMichigan, United States11-50 Employees

At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow. Since 2004, we’ve met the financial management needs of West Michigan’s most prosperous individuals. We do so thoughtfully, proactively and with a deep sense of understanding.

The fate of your wealth shouldn’t be a matter of chance. It should be a matter of choice. That’s why we remain entirely independent. With Legacy Trust, our decisions are made together, without a single ulterior motive. We offer fee-based services, eliminating the pressures of sales and commission. This is how wealth management should be: objective, collaborative and client-focused.

In order to stay client-focused, we remain right here in West Michigan. Our clients are our neighbors, and decisions are made around the corner, not across the country. This allows you to be involved as much or as little as you’d like. It’s not the common approach, or the easiest, but to us, it’s always been paramount.

Wealth management is complex, but it doesn’t have to be convoluted. To sustain a lasting legacy, and build a trusting partnership, we listen to your unique perspectives and ambitions. Through this understanding, we provide more than answers for today. We provide answers for life.

Section iconCompany Overview

Headquarters
99 Monroe Avenue Northwest, Suite 600
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2004
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Legacy Trust GR's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Legacy Trust GR's revenue is estimated to be in the range of $25M$50M

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