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.


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

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 reduce inflationary pressure in the economy....

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

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

“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