Legacy Trust GR

Legacy Trust GR is a Grand Rapids, Michigan-based wealth management and trust services firm dedicated to preserving and growing wealth for generations. We specialize in investment management, trustee services, wealth planning, and family office solutions, serving business owners, corporate executives, retirees, and multi-generational families. Our commitment to client-focused, collaborative service, combined with our local expertise, ensures a lasting legacy for our clients. We remain entirely independent, prioritizing objective decision-making and a deep understanding of your unique aspirations.

At Legacy Trust, we believe in a personalized approach, listening to your perspectives and ambitions to provide more than just answers – we offer solutions for life. We partner with you through business transitions, retirement planning, and estate strategies, offering a comprehensive suite of services tailored to your specific needs. Our team of experts, including specialists in corporate compensation and special needs trust administration, provides the support you deserve.

Investment Management, Trustee Services, and Family Office Services are at the core of our offerings. We are proud to be recognized as one of the Best and Brightest Companies to Work For®, reflecting our dedication to exceptional human resource practices and a positive employee culture.