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PRESERVE YOUR ROOTS.
GROW YOUR LEGACY.

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. 

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WHAT DO OUR CLIENTS SAY ABOUT US?

Bob and Marilyn M.

"When we sold our business to a private equity group, it happened quickly. We had planned on working longer. But now what to do? Our accountant suggested Preferred Legacy Trust help us. Tiffany Rockstroh has helped to guide our financial retirement plan. They have assisted us with our budget, estate, insurance protection, and tax planning. From deciding when to start drawing on Social Security to finding us a construction loan for our new home, Tiffany and the Preferred Legacy team have been there for us.

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We are very satisfied with the job they have done and recommend them to others."

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The Preferred Legacy National Trust Bank, LLC is a division of Carr, Riggs & Ingram, L.L.C. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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© Preferred Legacy Trust 2025

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