Legacy Trust Company, N.A.
Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Real Estate, Energy, Private Credit, Hedge Funds, Commodities, Distressed and Special Situations, Venture Capital, Infrastructure, ESG and Impact Investing, Crypto, Collectibles & Art
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Energy
- Real Estate
- Infrastructure
- Private Equity
- Crypto
- Private Credit
- Venture Capital
- Hedge Funds
- Commodities
- ESG and Impact Investing
- Distressed and Special Situations
- Collectibles & Art
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1984
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.
Requirements
- Accredited investor status
- Alignment with Legacy Trust's investment philosophy
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- ABC Real Estate Partners
- XYZ Energy Ventures
- 123 Private Equity Fund
- Global Infrastructure Holdings
- Impact Capital Partners
- Tech Innovators Fund
- Art Collectors Group
- Sustainable Investments LLC
- Distressed Assets Fund
- Hedge Fund Strategies Inc.
Mentioned In
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$49.95
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$99.00
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$14.95
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$19.95
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$24.95
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$24.95
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$19.95
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$24.95
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