Family Stewardship
and Philanthropy
Here at The Preferred Legacy National Trust Bank, we recognize the importance of leaving a lasting legacy. Coordinating finances and wealth strategies with families is a top priority; a priority in which we choose to give the utmost care and effort. Our advisors work tirelessly to assist your family by operating as a cohesive unit to better understand the process of gifting, family asset allocation, and the direction in which you see your family plan evolving. Our services range across the full spectrum of planning, from financial assets to your most treasured personal assets.
When the time comes to determine a gifting plan for your family, our Preferred Legacy National Trust Bank advisors will work with you to plan the most tax-effective strategy for your estate. Our goal is to provide long-lasting and tailored multi-generational support so your family is adequately taken care of in the future. In alignment with what the first-generation desires, we also educate current and future generations in finance and philanthropy concepts. Our focus is on the unique needs of your family’s financial situation while maintaining a close client relationship to avoid any worry of what the future may hold.
In instances where your gifting plan includes charitable and philanthropic giving, The Preferred Legacy National Trust Bank delivers fully-vetted and sound advice to ensure that you are utilizing the most tax-efficient methods. If your desired legacy includes a Family or Donor Foundation, we use our family-oriented goal mindset to create a foundation that most closely matches the core mission and values of your family. When your advisor is focused on every aspect of your family’s unique needs, you have the peace of mind knowing that you are actively preserving your roots to grow your legacy.
Family & Donor Foundation Advisory
At The Preferred Legacy National Trust Bank, we understand the significance of philanthropy as a cornerstone of your family's legacy. We specialize in transforming your charitable visions into impactful realities, recognizing that while many families contribute to philanthropic causes, a desire exists to elevate this commitment through establishing a family foundation. Our approach is tailored, acknowledging that each foundation has distinct ambitions, familial dynamics, objectives, and community engagements. As trustees and board members, we pledge to fully comprehend, embody, and communicate these intricacies to the broader community.
We assume the comprehensive responsibility of managing distributions and payments, seamlessly collaborating with your tax advisors to ensure meticulous tax filing, adherence to IRS guidelines, and implementing a robust investment policy statement. Our role as your independent trustee is to architect a philanthropic structure that aligns with your family's charitable interests and is designed to be a lasting testament passed down through generations. While families remain integral to the decision-making process, we relieve you of the administrative burdens, enabling a legacy that perpetuates your family name and philanthropic passions.
Engaging with The Preferred Legacy National Trust Bank means entrusting your philanthropic journey to experts dedicated to your cause. We are here to guide you from inception and beyond, offering our expertise whenever you seek counsel. Our commitment is to ensure that your philanthropic endeavors are as rewarding and impactful as possible, creating a lasting legacy that reflects the values and missions most dear to your family. Our advisory services span the full spectrum of legacy planning, incorporating financial and personal assets to craft a bespoke strategy that addresses your estate's tax-effective gifting plans. By focusing on your family's unique financial landscape and maintaining a close relationship, we alleviate concerns about the future, ensuring your legacy is built on solid ground.
With The Preferred Legacy National Trust Bank, your philanthropic and charitable giving is executed precisely, leveraging tax-efficient strategies to fulfill your legacy aspirations.