Knowledge Leadership That Matters Most to Private Trusts & Family Offices

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.


May Market Commentary 2024

 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...

read more

February Market Commentary 2024

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...

read more

Legacy Trust Company, N.A. Announces Opening of Austin, Texas

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...

read more

November Market Commentary 2023

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...

read more

August Market Commentary 2023

Where We Stand “You can’t really know where you are going until you know where you have been.”  – Maya Angelou The first half of 2023 has been a remarkable one for financial markets. After a challenging 2022 driven by rapid adjustments in asset valuations due to a...

read more

May Market Commentary 2023

Legacy Trust Market Commentary | May 2023 The Tide Goes Out “When the tide goes out, we find out who has been swimming without a bathing suit.” – Warren Buffett It has only been a year since the Federal Reserve began aggressively raising interest rates to try and...

read more

Managing the Dynamics of a Family Business

Managing the Dynamics of a Family Business Family-owned businesses have the potential to create a lasting legacy, but they present an equal risk of causing conflict, as well as straining or even shattering existing family dynamics. Unlike traditional corporate...

read more

February Market Update 2023

February 2023 Market Update 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...

read more

November Market Update 2022

November 2022 Market Update 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....

read more
Legacy Trust Office Entrance

“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