Here at Carr, Riggs & Ingram, we bring together functions like auditing, tax planning, business consulting, forensic accounting, and more. Our goal is to offer a variety of services that you may need to address all aspects of your personal and professional wealth. Over the past 25 years, CRI has expanded to parallel our clients’ evolving needs. This expansion has included incorporating a broad range of portfolios to help us serve you better: Auditwerx, CRI Advanced Analytics, CRI Capital Advisors, CRI Simple Numbers, CRI TPA Services, Level Four® Advisory Services, Paywerx, and The Preferred Legacy Trust National Bank. These portfolio companies work together to collectively help individuals and organizations across a broad range of industries reach their goals. By working side-by-side, our family of portfolio companies are able to provide you with more personalized, holistic advice that checks every box.
With precise, straightforward data, CRI Simple Numbers works alongside entrepreneurs to solve complex financial issues and fine-tune the economic engine of their business by turning actionable insights into sustainable profitability.
The Preferred Legacy National Trust Bank’s network of professionals provide a tailored approach to trust and estate administration, investment management oversight, family planning and advisory services, family stewardship and philanthropy, and household finance management. Further executing your strategy by way of our relationships with you and your trusted team of advisors, we can address everything from business planning to real estate advisory services. Whether it be charitable gift giving, or private investment strategy, The Preferred Legacy National Trust is committed to knowing and understanding your family and business dynamics in order to scale our breadth of services to meet the goals of each individual and family.