Legacy Trust Company, N.A.

Overview

Legacy Trust Company, N.A. is a nationally chartered, full-service trust company specializing in serving ultra-high-net-worth families and foundations. Founded in 1984, the firm offers a comprehensive suite of services, including fiduciary services, asset management, and family office solutions. With over $4 billion in assets under administration, Legacy Trust has established itself as a trusted partner in wealth management, emphasizing integrity, leadership, and innovative approaches to preserving family wealth. The firm's investment strategy is characterized by a diversified portfolio that spans various asset classes, such as private equity, real estate, energy, private credit, hedge funds, commodities, distressed and special situations, venture capital, infrastructure, ESG and impact investing, crypto, and collectibles & art. This broad focus enables Legacy Trust to tailor investment solutions that align with the unique financial and non-financial needs of each client. With offices in Houston, Texas, Wilmington, Delaware, and Austin, Texas, Legacy Trust serves clients across the United States. The firm's commitment to personalized service and its open architecture approach to investment management have earned it a reputation for excellence in the financial services industry. Legacy Trust continues to build on its legacy by providing innovative and flexible solutions to meet the evolving needs of its clients.

Investment Focus

• Accredited investor status
• Alignment with Legacy Trust's investment philosophy

Portfolio Companies