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Legacy Trust
Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984, providing custom strategies to align with each...
Legacy Trust
Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984, providing custom strategies to align with each family's financial and non-financial needs. The firm is headquartered in Houston, TX and reports $5.0 billion in assets under management. Investment activities focus on real estate, energy, private equity, and private credit investments.
General information
Firm type
Family Office (Unspecified)
Year founded
2021
Location
Region
North America
Country
United States
City
Houston
Principals
Glenn A. Francis
Chief Operating Officer
R. Cullen Powell
Chief Executive Officer, Director
Sarah A. Snook
Vice President, Chief Fiduciary Officer
Steve C. Sprengnether
President & Chief Investment Officer, Director
Sector focus
Frequently asked questions
When was Legacy Trust founded?
1984
What is Legacy Trust's reported AUM?
$5.0 billion
Where is Legacy Trust headquartered?
Houston, TX
What are Legacy Trust's primary investment focus areas?
real estate, energy, private equity, private credit investments
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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