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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, Inc. is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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© Preferred Legacy Trust 2025

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