Comprehensive Family Planning and Advisory Services
When the situation arises of navigating family dynamics as they relate to estate planning, The Preferred Legacy National Trust’s advisors have you covered. An independent third-party brings impartial advice to the table, allowing your family to understand your plan without emotions that can sometimes interfere. We work alongside your legal advisors to lead you through the estate planning process, assuring a robust plan to fulfill your wishes and the knowledge that your family will have a loyal team of advisors for generations to come.
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Bank Advisory
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Family Business Advisory
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Private Investment Advisory
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Trust and Estates
Bank Advisory
At The Preferred Legacy National Trust Bank, our Bank Advisory Services are designed to simplify and enhance your financial management. We recognize the complexities of personal and business banking, and our independent, tailored guidance ensures that your financial decisions align with your long-term goals. Whether you are exploring loan options, optimizing cash flow, or planning for business expansion, our professionals work with a network of lending institutions to find the solution that best suits your needs.
Our Bank Advisory Services are flexible, adjusting to your preferences and level of involvement. Some clients rely on us to fully manage their banking relationships, while others seek strategic advice for specific transactions or financial decisions. No matter the level of engagement, we provide comprehensive, personalized solutions to address your unique financial circumstances.
In addition to standard banking support, our Bank Advisory Services focus on optimizing cash management, improving banking relationships, and evaluating financial products that serve personal and business needs. Our goal is to ensure that your banking strategies are efficient and aligned with your overall financial objectives.
At The Preferred Legacy National Trust Bank, we bring the expertise and resources needed to protect your assets and help you achieve financial success. By working closely with your chosen bank, we ensure your interests are prioritized. Whether securing a loan or maximizing your deposits, our team is dedicated to supporting your financial goals, allowing you to focus on building a lasting legacy.
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Family Business Advisory
Operating a family business can often produce challenges that are drastically different from those dealt with by non-family owned businesses. Often, the family business owner is dealing with the daily demands of managing and growing their business and does not have the opportunity to address the myriad of situations facing their company until circumstances bring them to light. Whether it be succession planning, or an offer to purchase is on the table for consideration, family business owners can often benefit from a trusted advisor who can supply guidance and support through these situations.
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As a member of the CRI Family of Companies, The Preferred Legacy National Trust Bank’s advisors can leverage their relationships with their various business partners to identify your company’s strengths and weaknesses in specific areas of your business, whether it be through financial consulting services, succession planning, or even transaction assistance. Every effort is made to establish a beneficial relationship with an advisor that most closely meets the goals of you and your family business. Our professionals provide solutions and walk alongside you to obtain the assistance required, from adding capital through a debt solution or capital raise or even facilitating the best time to sell or merge your business.
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The Preferred Legacy National Trust Bank’s advisors possess a broad range of experience supporting individuals and families for generations. Our holistic approach to family business advisory services allows us the perspective needed to help you make decisions regarding a wide range of company matters. Our proactive planning can address all facets of your business, eliminating the worries that can inevitably occur when a situation might arise, allowing you the time to focus on your business and growing your legacy for years to come.