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. Our 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, our sole business was, and remains today, the administration of family and foundation assets. Our goal is to provide the highest quality services in order to preserve and enhance the financial well being of our clients.
A vital issue facing wealthy families today is preparing future generations for the responsibilities that are inherent when wealth is transferred. Our 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. We engage the premier equity, fixed income and alternative investment advisors to manage our clients’ portfolios and we strongly encourage asset diversification. We believe that successful financial management requires expertise across multiple asset classes.
At Legacy, we use 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 we take the time to get to know you and your objectives. Then, we tailor a strategy that reflects your personal style and goals.
Art provided from the private collections of Legacy clients.