Often, clients own farms, ranches, land or oil & gas interests. At Legacy Trust we have a long history of experience with these assets, the issues they present and how they may interplay with other client holdings. In addition, we have personnel dedicated to their administration.
Clients will always be presented with investment opportunities outside of Legacy Trust. We gladly assist with investment screening, helping in the evaluation of proposals, management oversight of Registered Investment Advisors or simply being the responsible party to politely say, "No."
Clients have secure, on-line access that enables them to view current account information including updated security valuations, recent & pending transactions, and account balances by asset class.
Art provided from the private collections of Legacy clients.