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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.

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.

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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