Protecting your Family’s Financial Legacy
Asset and Trust Management
Services
Our Services
Fiduciary Services
Legacy Trust offers a full range of fiduciary services for clients with trust and estates. These services include acting as trustee, agent for trustees, or custodian for trusts, foundations, partnerships, or other investment entities.
Asset Management
At Legacy, we know building a diversified portfolio is the foundation of a successful investment program, ensuring long-term stability and growth. As an open architecture firm, Legacy has partnered with best-in-class managers to provide a diverse array of investment options in both the public and private markets, including alternatives such as real estate, energy, private equity, and private credit investments.
Family Office Services
Since our start as a single-family office, Legacy has always considered itself an extension of the families we serve. Currently serving families across four generations, Legacy provides holistic support for both the financial and non-financial aspects of your life. Our services range from cash, tax, and charitable planning to coordinating personal calendars. We understand our families have complicated and busy lives and we are here to help at each step along the way.
Other Services
As a relationship-driven firm, we understand that our clients’ needs go beyond fiduciary, family office, and asset management services. Legacy Trust offers its clients oil and gas lease management, real property management, and family education services customized to each family’s needs.
Legacy emphasizes
outstanding service – our clients
require it and our shareholders
demand it.
