ABOUT

Management of family wealth often requires an integrative approach. The Preferred Legacy National Trust Bank's network of professionals provide a tailored approach to family planning and advisory services, family stewardship and philanthropy, and household finance management, offering cross-functional experience to address the custom needs of high-net-worth families and individuals. Further executing your strategy by way of our relationships with you and your trusted team of advisors, we can address everything from business planning to real estate advisory services.