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.


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

August 2022 Market Update 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...

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Am I Too Young to Start Planning My Estate?

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...

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10 Strategies for Discussing Wealth with Children

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...

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January Market Update 2022

January 2022 Market Update 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...

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November Market Update 2021

November 2021 Market Update 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...

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July Market Update 2021

July 2021 Market Update Mixed Signals “True genius resides in the capacity for evaluation of uncertain, hazardous, and conflicting information.” -- Sir Winston Churchill We arrive at the midway point of 2021 with an interesting set of data points to ponder. The...

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April Market Update 2021

April 2021 Market Update Seeking Balance “So be sure when you step, step with care and great tact. And remember that life's a great balancing act. And will you succeed? Yes! You will, indeed!” -- Dr. Seuss, from Oh, the Places You’ll Go As we arrive at the end of the...

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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