Legacy Trust offers a full range of fiduciary services for clients with trust and estates. These services include acting as trustee, agent for trustees, or custodian for trusts, foundations, partnerships, or other investment entities.
At Legacy, we know building a diversified portfolio is the foundation of a successful investment program, ensuring long-term stability and growth. As an open architecture firm, Legacy has partnered with best-in-class managers to provide a diverse array of investment options in both the public and private markets, including alternatives such as real estate, energy, private equity, and private credit investments.
Family Office Services
Since our start as a single-family office, Legacy has always considered itself an extension of the families we serve. Currently serving families across four generations, Legacy provides holistic support for both the financial and non-financial aspects of your life. Our services range from cash, tax, and charitable planning to coordinating personal calendars. We understand our families have complicated and busy lives and we are here to help at each step along the way.
As a relationship-driven firm, we understand that our clients’ needs go beyond fiduciary, family office, and asset management services. Legacy Trust offers its clients oil and gas lease management, real property management, and family education services customized to each family’s needs.
Legacy emphasizes outstanding service – our clients require it and our shareholders demand it.
Generations of Family Members
Number of Families Served
Sculptures featured are from the Lillie and Hugh Roy Cullen Sculpture Garden, named after and made possible through
the charitable contributions from members of the Cullen Family and Friends and from The Cullen Foundation.
Click here to access full views and details of sculptures featured.
Photography courtesy of the Museum of Fine Arts Houston.