About
Management of family wealth often requires an integrative approach. Preferred Legacy Trust'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.
Whether it be charitable gift giving, or private investment strategy, Preferred Legacy Trust is committed to knowing and understanding your family and business dynamics in order to scale our breadth of services to meet the needs of each individual and family. Having the right team in place for your trust needs allows you to adjust your focus where you want it to be: creating the life you want while preserving your legacy for years to come.