LEGACY TRUST

Legacy Trust was founded by an ultra-high net worth family in 1984 as a state chartered trust company... As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984. Utilizing the three core pillars of asset diversification, effective estate planning, and education, our team of experienced trust, family office, and investment professionals creates custom strategies to align with your family's financial and non-financial needs. Our commitment to family wealth preservation, backed by our deep experience, has earned us the privilege of serving more than 130 client relationships, equating to more than $4 billion of assets under administration.

Also known as: Legacy Trust Company, LEGACY TRUST COMPANY, N.A., Legacy Trust, N.A.

Primary location: Houston United States