Comprehensive Family Planning and Advisory Services
When the situation arises of navigating family dynamics as they relate to estate planning, The Preferred Legacy National Trust’s advisors have you covered. An independent third-party brings impartial advice to the table, allowing your family to understand your plan without emotions that can sometimes interfere. We work alongside your legal advisors to lead you through the estate planning process, assuring a robust plan to fulfill your wishes and the knowledge that your family will have a loyal team of advisors for generations to come.
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Bank Advisory
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Family Business Advisory
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Private Investment Advisory
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Trust and Estates
Bank Advisory Services
At The Preferred Legacy National Trust Bank, our Bank Advisory Services are built to simplify complex financial decisions for individuals, families, and closely held businesses. We offer independent, personalized guidance to help optimize cash flow, manage banking relationships, evaluate financial products, and support long-term business growth.
Whether you’re navigating a major transaction, securing financing, or refining your banking strategy, our advisors collaborate with a network of institutions to align each decision with your unique financial objectives and legacy goals.
Family Business Advisory
Operating a family business can often produce challenges that are drastically different from those dealt with by non-family owned businesses. Often, the family business owner is dealing with the daily demands of managing and growing their business and does not have the opportunity to address the myriad of situations facing their company until circumstances bring them to light. Whether it be succession planning, or an offer to purchase is on the table for consideration, family business owners can often benefit from a trusted advisor who can supply guidance and support through these situations.
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As a member of the CRI Family of Companies, The Preferred Legacy National Trust Bank’s advisors can leverage their relationships with their various business partners to identify your company’s strengths and weaknesses in specific areas of your business, whether it be through financial consulting services, succession planning, or even transaction assistance. Every effort is made to establish a beneficial relationship with an advisor that most closely meets the goals of you and your family business. Our professionals provide solutions and walk alongside you to obtain the assistance required, from adding capital through a debt solution or capital raise or even facilitating the best time to sell or merge your business.
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The Preferred Legacy National Trust Bank’s advisors possess a broad range of experience supporting individuals and families for generations. Our holistic approach to family business advisory services allows us the perspective needed to help you make decisions regarding a wide range of company matters. Our proactive planning can address all facets of your business, eliminating the worries that can inevitably occur when a situation might arise, allowing you the time to focus on your business and growing your legacy for years to come.