Legacy Trust Company NA is a boutique trust firm based in Houston, TX, specializing in serving ultra-high net worth families and foundations since 1984. With a focus on asset diversification, effective estate planning, and education, their experienced team creates custom strategies to align with clients' financial and non-financial needs.
Offering fiduciary, asset management, and family office services, Legacy Trust is committed to family wealth preservation and has earned a reputation for integrity, strength of leadership, and innovative wealth management solutions. With over $4 billion of assets under administration and offices in Texas and Delaware, they aim to be the trusted partner in creating and managing family financial legacies.
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