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Legacy Trust Company, N.A. Email Format
Investment ManagementTexas, United States51-200 Employees
Legacy Trust Company, N.A. operates as a nationally chartered trust institution and boutique firm serving ultra-high-net-worth families and foundations since 1984. It centers its approach on asset diversification, estate planning, and education to craft customized strategies, delivered by experts in trust services, family-office operations, and investment management. The firm emphasizes wealth preservation and reports more than 130 client relationships with assets under administration above $4 billion. Headquartered in Houston, Texas, with an additional office footprint in Delaware, the firm positions itself as a national yet boutique trust and wealth-management partner for families and foundations. A recent development is the January 2026 appointment of Sander Owens as Compliance and Tax Associate.
1-888-653-2347 
support@leadiq.com 
