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Our Accounts

At Legacy Harbor Capital, we offer a suite of banking products designed to meet the unique needs of individuals and businesses alike. Whether you're managing personal wealth or operating a business, our tailored solutions, advanced security features, and expert guidance ensure that your financial goals are achieved with precision and care.

See our Pricing and Rates

Asset Servicing

Safeguard and optimize your assets with our comprehensive asset servicing solutions. We offer custody, reporting, and administration services designed to enhance the management of your financial portfolio.

Servicing Asset

How Can Asset Servicing Improve Financial Efficiency?

Understanding that managing institutional wealth takes accuracy, efficiency, and a...

Financing

Unlock financial flexibility with our secure lending and financing solutions. We offer a range of options, including Lombard loans and business financing, designed to meet your specific needs. Our personalized approach ensures you have the resources to manage cash flow, seize opportunities, and achieve your financial goals.

Secured Lending

Improve your capacity for financial flexibility

When it comes to managing cash flow, boosting investment returns.

Managed Portfolios

Our managed portfolios offer personalized investment strategies tailored to your financial objectives. We handle asset allocation, diversification, and risk management, ensuring your portfolio is aligned with your goals. Benefit from expert guidance and continuous monitoring, as we work to maximize your returns and secure your financial future.

Managed Portfolios Solutions

Maximize Returns with Expert Guidance

In an ever-changing financial landscape, making informed investment decisions can

Retirement

Plan for a secure and fulfilling retirement with our specialized retirement products. We provide a range of options, including retirement savings plans and income solutions, tailored to your lifestyle and financial goals. Our team of experts helps you navigate the complexities of retirement planning, ensuring peace of mind for your future.

Retirement

Plan Today for a Comfortable Tomorrow

Planning for retirement is one of the most critical financial

Other Product

Explore our diverse range of financial products designed to meet various needs. From escrow services to advisory mandates, our offerings are tailored to provide comprehensive solutions for your financial well-being. Each product is crafted with precision and expertise, ensuring you have the right tools to achieve your financial aspirations.

Escrow Services

Make transaction safe and Escrow it

Utilize Escrow to reduce the risk of fraud when purchasing

Family Service

How to Strengthen Family Bonds Across Generations

Planning for retirement is one of the most critical financial

Retirement

Plan Today for a Comfortable Tomorrow

Family units are fundamental to our development; each family is

Banking

Our banking solutions are designed to offer convenience, security, and flexibility. From private checking accounts to comprehensive business banking services, we provide tailored financial tools that support your everyday needs and long-term goals. Experience seamless transactions, personalized service, and cutting-edge technology with our trusted banking products.

Business Investment Account

Strategic Investment Management

The Business Investment Account is designed for companies seeking to

Business Operating Account

Efficient Financial Operations

The Business Operating Account is crafted to support the financial

Private Checking Account

Tailored Personal Banking Solutions

Our Private Checking Account provides a first-rate banking experience combined

To open a Private Checking Account, you need a minimum initial deposit of $5,000. Maintaining this balance helps you avoid the $10 monthly maintenance fee.

It helps you manage custody, reporting, and efficiency...

Tailored allocations, automatic rebalancing, expert advice...

Yes, you can securely access your retirement account 24/7 online...

They allow you to borrow against your portfolio at competitive rates...

You can trade all major global currencies including USD, EUR, GBP, and more...