Legacy Trust

Legacy Trust Company, N.A. was founded in 1984 as a family office trust company for a respected Texas family. Since that time, Legacy has evolved into a nationally chartered, full service trust company with assets under administration of $1.5 billion. The company's staff of trust and investment professionals is well versed in the issues associated... with family wealth. Legacy, with offices in Houston, Texas and Wilmington, Delaware, has clients throughout the United States. From the onset, the company's sole business was, and remains today, the administration of family and foundation assets. The company's goal is to provide the highest quality services in order to preserve and enhance the financial well being of the company's clients. A vital issue facing wealthy families today is preparing future generations for the responsibilities that are inherent when wealth is transferred. The company's philosophy is that education and diversification is key to preserving and nurturing all of the assets held within a family. Legacy Trust takes a multi-manager approach to managing financial assets. The company engage the premier equity, fixed income and alternative investment advisors to manage the company's clients' portfolios and the company strongly encourage asset diversification. The company believes that successful financial management requires expertise across multiple asset classes. At Legacy, the company uses an innovative, customized approach to wealth management, realizing that each family situation is unique and individual needs impact how resources should be managed. These are the reasons the company take the time to get to know you and your objectives. Then, the company tailor a strategy that reflects your personal style and goals. Art provided from the private collections of Legacy clients.Read More