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 Services
At The Preferred Legacy National Trust Bank, our Bank Advisory Services are built to simplify complex financial decisions for individuals, families, and closely held businesses. We offer independent, personalized guidance to help optimize cash flow, manage banking relationships, evaluate financial products, and support long-term business growth.
Whether you’re navigating a major transaction, securing financing, or refining your banking strategy, our advisors collaborate with a network of institutions to align each decision with your unique financial objectives and legacy goals.
Family Business Advisory Services
Managing a family business means balancing personal relationships with professional responsibilities—unique challenges that require thoughtful, strategic solutions. The Preferred Legacy National Trust Bank specializes in family business advisory services, offering personalized guidance in succession planning, financial consulting, leadership transitions, and transaction assistance.
Our experienced professionals understand that family businesses are not just about profitability but about preserving legacies and nurturing connections across generations. We take a holistic approach, addressing your business's financial and emotional dynamics to ensure long-term success. Whether you’re planning for leadership succession, exploring mergers or acquisitions, or navigating complex family dynamics, we provide proactive strategies that foster clarity, confidence, and peace of mind.
As part of CRI’s Family of Companies, we bring a robust network of resources and decades of experience to support your business's growth, stability, and legacy. Let us help you secure the future of your family enterprise—today and for generations to come.