Knowledge Leadership That Matters Most to Private Trusts & Family Offices

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...

Charitable Giving Vehicles: How to Make a Difference in the Community Philanthropy is a great way to make a positive impact on your community, and there are many ways you can make a difference. Legacy Trust can help you navigate and select from these options, and help...

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...

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...

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...

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...

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....

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...