Family Stewardship and Philanthropy Services at The Preferred Legacy National Trust Bank
At The Preferred Legacy National Trust Bank, we believe in the importance of creating a lasting legacy that reflects your family's unique values and vision. Coordinating wealth strategies across generations is a responsibility we approach with dedication and care. Our professionals work closely with families to support gifting strategies, family asset allocation, and philanthropic planning that evolves with your family’s goals over time.
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When it comes to planning your legacy, we help design tax-efficient gifting strategies that preserve your family’s wealth while empowering the next generation. Whether your plan includes financial assets, family heirlooms, or charitable giving, our approach is built around long-term stewardship and a deep understanding of your family’s priorities. We also provide financial and philanthropic education to ensure that current and future generations are equipped to carry your legacy forward.
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If your family’s vision includes charitable initiatives or the creation of a Family or Donor Foundation, we offer personalized support to align your giving with your values. Our professionals guide you in structuring a foundation that reflects your family’s mission, while also navigating the complexities of tax and compliance with clarity and care.
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To learn more about how we help families build, sustain, and protect their legacies, download our Family Stewardship Services brochure.
Family & Donor Foundation Advisory
At The Preferred Legacy National Trust Bank, we recognize philanthropy as a cornerstone of your family's legacy. Our mission is to help you transform your charitable vision into lasting impact through personalized family foundation advisory and trustee services. Every family foundation is unique, shaped by its own goals, values, and community engagements. As dedicated trustees and board members, we ensure your foundation’s ambitions are fully understood and represented.
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We handle the complexities of trust administration, including IRS compliance, tax-efficient gifting strategies, and investment policy management, allowing your family to focus on the causes that matter most. With our tailored legacy planning, we create enduring structures that pass down your philanthropic passions across generations, free from administrative burdens.
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Partner with The Preferred Legacy National Trust Bank to ensure your charitable giving is executed with precision, empowering your family’s values to create meaningful, generational impact.