Services

Comprehensive Family Planning & Advisory Services

  • Bank Advisory

  • Family Business Advisory

  • Private Investment Advisory

  • Trust & Estates

Family Stewardship & Philanthropy

  • Charitable giving

  • Family & Donor Foundation Advisory

  • Family Education

  • Family Gifting

  • Family Meeting

Fiduciary Services

  • Trust & Estate Administration‚Äč

  • Retirement Plans Trustee

Household Financial Managment

  • Bill Payment

  • Concierge Services

  • Financial Reporting

  • Household Payroll

  • Real Estate Advisory

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© Preferred Legacy Trust 2019