The passing of a loved one can cause tension amongst surviving family members. At Legacy Trust, we not only offer estate settlement services to help families navigate the complex process, but also to act as an unbiased party. Learn more about just all that Legacy Trust can do for your family here - https://hubs.ly/Q02X2TFv0 #TrustCompany
Legacy Trust Company, N.A.
投资管理
Houston，TX 692 位关注者
Creating lasting family legacies through asset management, fiduciary, and family office services.
关于我们
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. Integrity and strength of leadership, along with an innovative approach to wealth management, are hallmarks of Legacy Trust. With offices in Texas and Delaware, we welcome the opportunity to become your trusted partner in the creation and management of your family’s financial legacy.
- 网站
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https://www.legacytrust.com
Legacy Trust Company, N.A.的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Houston，TX
- 类型
- 私人持股
- 创立
- 1984
- 领域
- Family Office Services、Trust Services、Fiduciary Services和Asset Management Services
地点
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主要
获取路线
1415 Louisiana St.
Suite 1900
US，TX，Houston，77002-7360
Legacy Trust Company, N.A.员工
动态
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Legacy Trust is proud to provide quarterly market commentary that discusses the current state of the market and expectations for the future. Check out our most recent update for quarter three of this year below. #MarketCommentary #Q2
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Veterans Day is a reminder of the courage and commitment it takes to protect our freedoms. Thank you to all who have served. We honor you today and always. #VeteransDay
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At Legacy Trust, our priority is long term wealth preservation. As such, a crucial piece of our asset management philosophy is diversification. We don't believe in putting all of your eggs in one basket. Learn more about our philosophy here - https://hubs.ly/Q02X319h0 #AssetManagement
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At Legacy Trust, you know us and we know you. You can expect a high-level of tailored service when you choose us to help build and maintain your family's legacy. https://hubs.ly/Q02RpGdZ0
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Though we never want your worst case scenario to come true, planning for it is important to ensure your family, business and more are okay in the event of an unexpected disaster. At Legacy Trust, we take a holistic approach to planning, to keep contingencies in mind and help you achieve your goals. https://hubs.ly/Q02RpGW_0
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Our innovative approach to wealth management is part of what makes Legacy Trust unique. Learn more about our asset management philosophy, and our current investments here https://hubs.ly/Q02RpFVm0 #InvestmentManagement
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As we close out quarter three, now is the time to begin considering your strategies for the end of year, to optimize tax liability and prepare for the next year. Contact your team at Legacy Trust to get started today. https://hubs.ly/Q02MP10g0 #YearEndPlanning #Q4
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