Also known as Legacy
Legacy Trust Company was founded in 1984 as a family office trust company for a Texas family. Since that time, Legacy has evolved into a nationally chartered, full service trust company with assets under administration of $4 billion. Our staff of trust and investment professionals is well versed in the issues associated with family wealth. With offices in Houston, Texas and Wilmington, Delaware, Legacy Trust has clients throughout the United States. Legacy Trust's investment portfolio is valued at $4 billion as of February 08, 2024, with investments in private equity, real estate, hedge funds, infrastructure, real assets, natural resources, publicly traded equities, fixed-income securities, and other alternative asset classes. As of February 08, 2024, the private equity portfolio was valued at $300 million, representing 7.5% of the total portfolio. Investments in private equity include buyouts, diversified private equity, and private equity growth expansion strategies.
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Legacy Trust is a single family office (sfo) based in Houston, United States, managing approximately $4.0B in assets.
Legacy Trust is headquartered in Houston, United States.
Legacy Trust manages approximately $4.0B in assets under management.
Legacy Trust was founded in 1984.
Legacy Trust focuses on Buyout, Distressed Debt, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General.
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