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Legacy Trust Company, N.A. was founded in 1984 as a family office trust company for a respected Texas family. Legacy has evolved into a nationally chartered, full service trust company with assets under administration of approximately $1 billion, offices in Houston, Texas and Wilmington, Delaware. Our staff of bankers, lawyers, accountants and investment professionals are well versed in the issues of family wealth. From the onset, our sole business was, and remains today, the administration of assets of families and foundations. Our approach is based on the belief that families consist of human and intellectual capital, and that financial capital should be viewed as a tool to support the growth of these resources. We also believe that education is key to preserving and nurturing all of the assets held within a family. Legacy Trust takes a multi-manager approach to managing financial assets. We engage the premier equity, fixed income and money market advisors to manage our clients' portfolios and; we strongly encourage asset diversification. This approach is combined with our understanding that each family situation is unique, and differing individual needs impact how their resources should be managed. These are the reasons Legacy Trust takes the time to get to know you and your objectives. Then, we tailor a strategy that embodies your personal style and preferences. For more detailed information on the services Legacy Trust offers, click the appropriate button.
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