The Preferred Legacy National Trust Bank Email Format

Financial ServicesOhio, United States11-50 Employees

The Preferred Legacy National Trust Bank, LLC operates as a division of Carr, Riggs & Ingram, L.L.C. and is based in Canton, Ohio. It provides independent trustee and fiduciary services aimed at families and businesses, covering trust and estate administration, retirement plan trustee duties, and family stewardship and philanthropy. The firm also offers related household financial management, real estate advisory, financial reporting, concierge services, and planning and advisory services such as bank advisory, private investment advisory, self-directed IRA administration, and business advisory. The organization emphasizes tailoring its approach to understand family and business dynamics and works with outside or independent advisors to manage assets within an estate plan. Within the financial services landscape, it is positioned as a small to mid-sized provider offering a specialized suite of trustee and advisory services under the CRI brand structure.

Sign up for free to view info

Company overview Employee directory