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Preserve Your Roots.

Grow Your Legacy.

Preserving your family's legacy can mean a range of different things: compiling stories and photographs, as well as memorializing beliefs and achievements for the benefit of future generations. More than just an effort to pass down hard-earned knowledge to these future generations, these attempts promise that our legacy will live on long after we are gone. In providing a means for the legacy to continue, often a family's wealth comes into play, and more specifically, how we manage the complex administrative tasks that come with wealth preservation. 

Comprehensive Family Planning & Advisory Services

Household Financial Management

Family Stewardship & Philanthropy

Fiduciary Services

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© Preferred Legacy Trust 2019