Legacy Trust

Also known as Legacy

Single Family Office (SFO)Houston, United StatesFounded 1984
$4.0B
Assets Under Management
Houston
Headquarters

About Legacy Trust

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.

Preferred Investment Types

BuyoutDistressed DebtPrivate EquityGrowth/ExpansionHedge FundInfrastructure - GeneralReal Assets & Natural Resources - GeneralReal Estate - General

Preferred Sectors & Themes

Investment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningFinancial ServicesFinanceHigh-Level SectorsNon-Profit

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Legacy Trust?

Legacy Trust is a single family office (sfo) based in Houston, United States, managing approximately $4.0B in assets.

Where is Legacy Trust headquartered?

Legacy Trust is headquartered in Houston, United States.

How much does Legacy Trust manage?

Legacy Trust manages approximately $4.0B in assets under management.

When was Legacy Trust founded?

Legacy Trust was founded in 1984.

What does Legacy Trust invest in?

Legacy Trust focuses on Buyout, Distressed Debt, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General.

How can I contact Legacy Trust?

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