Legacy Trust Family Wealth Offices | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Description

Legacy Trust Family Wealth Offices is a wealth management firm delivering investment advisory and portfolio management services to individuals and families. Its approach is built around structured decision-making and diversified portfolio construction.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

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