Knowledge Leadership That Matters Most to Private Trusts & Family Offices

Elder financial fraud is one of the fastest-growing forms of abuse in the United States. As Americans live longer and maintain greater control over their wealth into older age, they increasingly become targets for manipulation, theft, and coercion. According to the...

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...

Regime Change? “I see us moving from what was hyper-exceptionalism to merely exceptional.” - Marc Rowan, CEO of Apollo Global, on US markets, May 5th ,2025 Since the end of the Global Financial Crisis (GFC) in 2010, the macro-economic environment has been dominated by...

The Long Run “The long run is a misleading guide to current affairs. In the long run we are all dead.” - John Maynard Keynes “I am an optimist. It does not seem much use being anything else.” - Winston Churchill The S&P 500 produced a robust return of 25% in 2024,...

Prepare for a Landing “Not every situation can be foreseen or anticipated. There isn’t a checklist for everything.” - Captain Chesley B “Sully” Sullenberger Financial news this quarter was dominated by speculation surrounding the Federal Reserve’s September meeting. A...

 Under the Surface  “There is more going on beneath the surface than we think, and more going on in little, finite moments of time than we would guess.” - Malcom Gladwell   The first half of this year has appeared to be a smooth trip higher for equity markets,...

 The Last Mile  “All endeavor calls for the ability to tramp the last mile, shape the last plan, endure the last hours toil.” - Henry David Thoreau   The narrative driving markets entering 2024 was built on the assumption that the Federal Reserve (the Fed) had pulled...

Expect the Unexpected “To expect the unexpected shows a thoroughly modern intellect.” - Oscar Wilde Markets rarely fail to surprise, and 2023 was yet another reminder of that fact. After an extremely difficult environment for portfolios in 2022, investors were...

HOUSTON, TX – January 10, 2024 – The nationally chartered and full-service trust company of Legacy Trust Company (Legacy Trust) is pleased to announce its expansion with the opening of its Austin, Texas office location. Legacy Trust was founded in 1984 as a...

The Revenge of Normal   “We have normality. I repeat we have normality. Anything you still can’t cope with is therefore your own problem.”  – Trillian, character from Hitchhiker’s Guide to the Galaxy  Robust returns to risky assets in the first half of the year were...