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About The Preferred Legacy National Trust Bank

Trust, Estate, and Philanthropic Services for High-Net-Worth Families

Managing family wealth is a complex endeavor that demands an integrative approach. At The Preferred Legacy National Trust Bank, we specialize in delivering cross-functional expertise tailored to the unique needs of high-net-worth individuals and families.

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Our mission is to deeply understand family dynamics and provide scalable, customized solutions—from estate and trust management to philanthropic advising and household financial oversight.

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Ready To Protect and Grow Your Family Legacy?

Contact us at 330.462.7130 to start your journey with The Preferred Legacy National Trust Bank.

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The Preferred Legacy National Trust Bank is a subsidiary of Preferred National, Inc., a subsidiary of CRI Advisors, LLC.

 

​© Preferred Legacy Trust 2026

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