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HOW WE WORK WITH CLIENTS

Having an individualized plan is essential—it helps direct The Preferred Legacy National Trust Bank towards meeting your long-term goals. We place significant emphasis and care on understanding your personal objectives to create a plan which will work toward achieving your dreams and building your legacy.  

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The Preferred Legacy National Trust Bank, LLC is a division of Carr, Riggs & Ingram, L.L.C. “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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