The Preferred Legacy National Trust Bank Employee Directory

Financial ServicesOhio, United States11-50 Employees

“The Preferred Legacy National Trust Bank provides a tailored approach for independent trustee services, guiding families and businesses with integrity and strategic solutions. Committed to knowing and understanding your family and business dynamics,  we provide a range of services to meet the goals   of each individual and family; we are advocates for your wealth and legacy and are able to work with outside and independent advisors to manage your unique and special assets within your estate plan.”
Our services include:
Fiduciary services including:
Trust and Estate Admin
Retirement Plan Trustee
Family Stewardship & Philanthropy
            Charitable gifting
            Family & Donor Foundation Advisory
               Household Financial Management
                       Enhanced Bill Payment
                       Real Estate Advisory
                       Financial Reporting
                       Concierge Services
Planning and Advisor Services
            Bank Advisory
            Private Investment Advisory
               Self-Directed IRA Administration
               Business Advisory

The Preferred Legacy National Trust Bank, LLC is a division of Carr, Riggs & Ingram, L.L.C. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

Sign up for free to view info

Company overview Email format