HOUSTON, TEXAS – August 25, 2025 – Legacy Trust Company, a nationally chartered trust company serving ultra-high-net-worth families and foundations since 1984, is pleased to announce it has been granted the authority to serve as trustee and provide fiduciary services within the state of Florida. This milestone marks a significant expansion of the firm’s national footprint and reflects its continued commitment to offering tailored trust and estate solutions across key jurisdictions.
With offices in Houston and Austin, Texas, and Wilmington, Delaware, Legacy Trust has earned a reputation for excellence by operating on the core pillars of asset diversification, effective estate planning, and customized family education. Now authorized to operate in Florida, Legacy Trust is positioned to better serve existing clients with ties to the state and to offer comprehensive fiduciary services to new families and foundations seeking a trusted partner in wealth preservation and legacy planning.
“Florida is home to a significant number of multi-generational families and foundations whose complex needs align with our approach to fiduciary excellence,” said Cullen Powell, CEO of Legacy Trust Company. “This expansion reflects both our deep expertise and our commitment to being a long-term, values-driven partner for the families we serve.”
Legacy Trust offers a full suite of fiduciary, asset management, and family office services, along with specialized capabilities such as oil and gas lease management, real property oversight, and bespoke family education programs. With more than $5 billion in assets under administration and clients spanning four generations, the firm brings national reach with the personalized service of a boutique institution.
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About Legacy Holding Company
Legacy Holding Company is the parent company of Legacy Trust Company, a full-service, nationally chartered trust company headquartered in Houston, Texas, with additional offices in Wilmington, Delaware, and Austin, Texas. Founded in 1984, Legacy Trust specializes in fiduciary services, asset management, and family office support for ultra-high-net-worth families and foundations across the United States. To learn more, please visit legacytrust.com.