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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?

Terry G.

"For years, I depended on a trust written by a very-reputable local law firm. My part of the trust was a certain percentage of the income per quarter of the year, with the remainder returning to the corpus so it would always be growing in wealth. I thought that this was a reasonable return of monies for my remaining years on this planet until a caring team put the figures on paper, along with life's figures of living expenses for one senior retired person(myself). With help, I was able to move my trust to Preferred Legacy and the change has been phenomenal for my family and in the service I have received! Do yourself a favor and check it out! You'll be amazed!"

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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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