“The Preferred Legacy National Trust Bank provides a tailored approach for independent trustee services, guiding families and businesses with integrity and strategic solutions. Committed to knowing and understanding your family and business dynamics, we provide a range of services to meet the goals of each individual and family; we are advocates for your wealth and legacy and are able to work with outside and independent advisors to manage your unique and special assets within your estate plan.”
Our services include:
Fiduciary services including:
Trust and Estate Admin
Retirement Plan Trustee
Family Stewardship & Philanthropy
Charitable gifting
Family & Donor Foundation Advisory
Household Financial Management
Enhanced Bill Payment
Real Estate Advisory
Financial Reporting
Concierge Services
Planning and Advisor Services
Bank Advisory
Private Investment Advisory
Self-Directed IRA Administration
Business Advisory
The Preferred Legacy National Trust Bank, LLC is a division of Carr, Riggs & Ingram, L.L.C. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.
Company Details
- Employees
- 17
- Founded
- -
- Address
- 4840 Higbee Ave Nw,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.preferredlegacy.com
- Keywords
- Canton.
- HQ
- Canton, Ohio
The Preferred Legacy National Trust Bank Questions
The Preferred Legacy National Trust Bank's website is http://www.preferredlegacy.com
The Preferred Legacy National Trust Bank's LinkedIn profile is https://www.linkedin.com/company/preferredlegacy
The Preferred Legacy National Trust Bank has
17 employees.
View email and phone details for 17
employees at The Preferred Legacy National Trust Bank.
The Preferred Legacy National Trust Bank's industry is
Financial Services
The Preferred Legacy National Trust Bank's top competitors are
Cri M&a Advisors,
Cri Tpa Services,
Paywerx,
Carr, Riggs & Ingram,
Cri Advanced Analytics,
Level Four Group,
Auditwerx,
Cri Simple Numbers,
Legacy Trust Gr,
Commontrans Inc.
The Preferred Legacy National Trust Bank's categories are Financial Services
The Preferred Legacy National Trust Bank's founding year is 2020
