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Insights

Affluent Client Base Legacy Trust serves over 130 high net worth families and foundations managing more than 4 billion dollars in assets, indicating a strong potential for premium estate planning, wealth management, and customized trust services tailored to ultra-high net worth individuals.

Digital Integration The company's use of advanced technology such as Google Analytics, Google Tag Manager, and Bootstrap suggests an openness to leveraging innovative digital solutions, presenting opportunities for tailored tech-driven financial products and online engagement platforms.

Leadership Expansion Recent appointments of senior professionals like a Chief Investment Officer and new board members demonstrate active growth and strategic leadership, providing openings to offer advanced investment management tools and executive-level financial consulting.

Digital Asset Movement Partnership with Ledger Co. to offer Bitcoin custody indicates a readiness to expand into digital asset management, making it a prime target for cryptocurrency custody solutions and blockchain-based wealth preservation services.

Market Positioning Operating alongside large competitors such as Fidelity and Charles Schwab, Legacy Trust's boutique approach and specialized focus on ultra-high net worth clients position it favorably for premium, personalized financial services and exclusive investment offerings.

Legacy Trust Company, N.A. Tech Stack

Legacy Trust Company, N.A. uses 8 technology products and services including Font Awesome, yepnope.js, jQuery, and more. Explore Legacy Trust Company, N.A.'s tech stack below.

  • Font Awesome
    Font Scripts
  • yepnope.js
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Gravity Forms
    Web Platform Extensions
  • Nginx
    Web Servers

Media & News

Legacy Trust Company, N.A.'s Email Address Formats

Legacy Trust Company, N.A. uses at least 1 format(s):
Legacy Trust Company, N.A. Email FormatsExamplePercentage
FLast@legacytrust.comJDoe@legacytrust.com
91%
L.First@legacytrust.comD.John@legacytrust.com
5%
Last@legacytrust.comDoe@legacytrust.com
3%
LFirst@legacytrust.comDJohn@legacytrust.com
1%

Frequently Asked Questions

Where is Legacy Trust Company, N.A.'s headquarters located?

Minus sign iconPlus sign iconLegacy Trust Company, N.A.'s main headquarters is located at 1415 Louisiana Street, Suite 1900. The company has employees across 3 continents, including North AmericaAfricaEurope.

What is Legacy Trust Company, N.A.'s phone number?

Minus sign iconPlus sign icon You can contact Legacy Trust Company, N.A.'s main corporate office by phone at
+1-713-651-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Trust Company, N.A.'s official website and social media links?

Minus sign iconPlus sign iconLegacy Trust Company, N.A.'s official website is legacytrust.com and has social profiles on LinkedIn.

What is Legacy Trust Company, N.A.'s NAICS code?

Minus sign iconPlus sign iconLegacy Trust Company, N.A.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Legacy Trust Company, N.A. have currently?

Minus sign iconPlus sign iconAs of December 2025, Legacy Trust Company, N.A. has approximately 55 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Chief Financial Officer: D. G.Chief Operating Officer: F. G.Chief Partner: S. T.. Explore Legacy Trust Company, N.A.'s employee directory with LeadIQ.

What industry does Legacy Trust Company, N.A. belong to?

Minus sign iconPlus sign iconLegacy Trust Company, N.A. operates in the Investment Management industry.

What technology does Legacy Trust Company, N.A. use?

Minus sign iconPlus sign iconLegacy Trust Company, N.A.'s tech stack includes Font Awesomeyepnope.jsjQueryGoogle Tag ManagerBootstrapGoogle AnalyticsGravity FormsNginx.

What is Legacy Trust Company, N.A.'s email format?

Minus sign iconPlus sign iconLegacy Trust Company, N.A.'s email format typically follows the pattern of FLast@legacytrust.com. Find more Legacy Trust Company, N.A. email formats with LeadIQ.

When was Legacy Trust Company, N.A. founded?

Minus sign iconPlus sign iconLegacy Trust Company, N.A. was founded in 1984.

Legacy Trust Company, N.A.

Investment ManagementTexas, United States51-200 Employees

As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984. Utilizing the three core pillars of asset diversification, effective estate planning, and education, our team of experienced trust, family office, and investment professionals creates custom strategies to align with your family’s financial and non-financial needs. Our commitment to family wealth preservation, backed by our deep experience, has earned us the privilege of serving more than 130 client relationships, equating to more than $4 billion of assets under administration.

Integrity and strength of leadership, along with an innovative approach to wealth management, are hallmarks of Legacy Trust.

With offices in Texas and Delaware, we welcome the opportunity to become your trusted partner in the creation and management of your family’s financial legacy.

Section iconCompany Overview

Headquarters
1415 Louisiana Street, Suite 1900
Phone number
+1-713-651-****
Website
legacytrust.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1984
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $250M$500M

    Legacy Trust Company, N.A.'s revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Legacy Trust Company, N.A.'s revenue is estimated to be in the range of $250M$500M

Company Leadership

  • Stylized image of a person
    D. G.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. G.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. T.
    Chief Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Vp Head Of Private Markets
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. V.
    Vice President And Tax Manager
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    R. M.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. T.
    Chief Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    I. R. A.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. J.
    Vice President, Trust Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M. B.
    Vice President, Relationship Manager – Family Office
    Phone icon
    Mobile Phone

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