The Art of Creating a Lasting Legacy

As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984. Utilizing the three core pillars of asset diversification, effective estate planning, and education, our team of experienced trust, family office, and investment professionals creates custom strategies to align with your family’s financial and non-financial needs. Our commitment to family wealth preservation, backed by our deep experience, has earned us the privilege of serving more than 130 client relationships, equating to more than $4 billion of assets under administration.

Integrity and strength of leadership, along with an innovative approach to wealth management, are hallmarks of Legacy Trust.

With offices in Texas and Delaware, we welcome the opportunity to become your trusted partner in the creation and management of your family’s financial legacy.

Our Goal

is to be the first call
for your family’s financial and non-financial needs.

Our Services

Fiduciary Services

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.

Asset Management

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.

Other Services

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. 

Other Services

On Your Side

We avoid conflicts of interest to ensure we are on your side.

 

Legacy emphasizes outstanding service – our clients require it and our shareholders demand it.

Generations of Family Members

Number of Families Served

Billion Assets under Management

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.