When Legacy Trust Company, N.A. was founded in 1984, it was a family office trust company. From those humble beginnings, Legacy has evolved into a nationally chartered, full-service trust company with $4 billion in assets under management. In that time, we have assembled a talented staff of trust and investment professionals, well-versed in the issues that come with family wealth. With offices in Houston, Texas and Wilmington, Delaware, Legacy Trust serves a multitude of clients throughout the United States.


February Market Update 2023

Back to the Future “History doesn't repeat itself, but it often rhymes." Mark Twain In financial markets, 2022 will be remembered as the year that the Federal Reserve (the Fed) ended the age of free money. Investors understood that interest rates near 0% could not be...

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November Market Update 2022

Fundamental Forces “Nothing happens until something moves." Albert Einstein There are four fundamental physical forces – gravity, weak nuclear, strong nuclear, and electromagnetic. Each force defines how the universe evolves and functions. A slight change to even one...

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Disaster Preparedness

Disaster Preparedness No one wants disaster to strike but preparing for disasters in the unfortunate case that they do happen is important. Floods, fires, and other disasters alike can wipe out personal and business properties, as well as important documents such as...

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Benefits of Teaching Financial Literacy to Children

Benefits of Teaching Financial Literacy to Children You have likely witnessed the consequences of poor money management at some point in your adult life. Most times this happens because you were unprepared, didn’t understand certain concepts, or weren’t given the...

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August Market Update 2022

Hurricane Season “Everyone thinks the Fed can handle this…but that hurricane is right out there down the road coming our way." Jamie Dimon, CEO JP Morgan, June 2, 2022 Residents of the Gulf Coast know that the Fourth of July holiday signals the start of that time of...

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Am I Too Young to Start Planning My Estate?

Adulthood and Estate Planning Once you’ve turned 18 years old, you should consider the financial and legal responsibilities bestowed upon you. As a legal adult, many things change once you hit the age of 18 in the eyes of the law. Once you hit adulthood, the access...

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10 Strategies for Discussing Wealth with Children

Talking with children about money can be a complex matter, no matter how old they are. Yet, for those families with wealth, the questions around money and finances are particularly important to properly and age-appropriately discuss these matters in order to teach and...

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January Market Update 2022

Mean Reversion “Prediction is very difficult. Especially about the future.” -- Niels Bohr As we bid farewell to 2021 and chart a course for 2022, we seem to be sitting at inflection points for the pandemic and financial markets. We are certainly not epidemiologists,...

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November Market Update 2021

Cutting the Cord “In the very desire for help, one is apt to forget that the objective should be to enable the individual to stand on his own feet.” -- Eleanor Roosevelt Eighteen months after the onset of the global pandemic, the answers to many key questions are...

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“Our goal is to provide the highest quality services in order to preserve and enhance the financial well-being of our clients.” – R. Cullen Powell