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.
Company Details
- Employees
- 56
- Founded
- -
- Address
- 1415 Louisiana St.,
- Phone
- 713.651.8800
- Le****@****ust.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- legacytrust.com
- HQ
- Houston, TX
Legacy Trust Company, N.a. Questions
Legacy Trust Company, N.A.'s helpline number is 713.651.8800
Legacy Trust Company, N.A.'s website is legacytrust.com
Legacy Trust Company, N.A.'s LinkedIn profile is https://www.linkedin.com/company/legacytrust
Legacy Trust Company, N.A. has
56 employees.
View email and phone details for 56
employees at Legacy Trust Company, N.A..
Legacy Trust Company, N.A.'s industry is
Investment Management
Legacy Trust Company, N.A.'s top competitors are
Houston Trust Company,
The Capstreet Group,
Linscomb Wealth,
Oak Harvest Financial Group,
Tanglewood Total Wealth Management,
Legacy Trust Gr,
Legacy Trust Company Limited,
Vaughan Nelson Investment Management,
Avidian Wealth Solutions,
Sentinel Trust Company, Lba.
Legacy Trust Company, N.A.'s support email address is Legacy@legacytrust.com
Legacy Trust Company, N.A.'s categories are Investment Management
Legacy Trust Company, N.A.'s founding year is 1984
