Legacy Trust is a nationally chartered trust company based in Houston, Texas, that has been providing specialized financial services to ultra-high net worth families and foundations since 1984. With a focus on asset diversification, effective estate planning, and education, their experienced team of professionals creates customized strategies to meet the unique financial and non-financial needs of their clients.
As a boutique firm, Legacy Trust has earned a reputation for integrity, strength of leadership, and an innovative approach to wealth management. With over $4 billion of assets under administration and more than 130 client relationships, they offer a comprehensive range of fiduciary services, asset management solutions, and family office support to help families preserve and manage their financial legacies.
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