WE ARE NOW
The Preferred Legacy National Trust Bank
Our network of professionals provide a tailored approach to family planning and advisory services.
Preserving your family's legacy can mean a range of different things: compiling stories and photographs, as well as memorializing beliefs and achievements for the benefit of future generations. More than just an effort to pass down hard-earned knowledge to these future generations, these attempts promise that our legacy will live on long after we are gone. In providing a means for the legacy to continue, often a family's wealth comes into play, and more specifically, how we manage the complex administrative tasks that come with wealth preservation.
Learn MoreOUR SERVICES
To meet your needs
Comprehensive Family Planning & Advisory Services
Rest assured that your wishes will be fulfilled and that your family will have a loyal team of advisors for generations to come. More Info
Family Stewardship & Philanthropy
When the time comes to determine a gifting plan for your family, our advisors will work with you to plan the most tax-effective strategy for your estate.
Fiduciary Services
Estate planning, wealth preservation and transfer, asset protection, and tax and reporting challenges are a few services that we offer.
Household Financial Management
Our advisors can assume the clerical responsibilities of daily household finance.
Creating the life you want while preserving your legacy for years to come.
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