About Legacy
Our Mission
To be the premier provider of investment management, trust and
planning services to high net-worth individuals and families,
businesses and philanthropic organizations, and to provide
exceptional long-term results for our clients and shareholders.
Our Commitment
To provide the highest level of investment, trust, planning and
advisory services in the marketplace. We are dedicated to
delivering superior financial solutions to our clients through the
continuous improvement of our capabilities and our professional
staff. Our highly experienced and talented staff allows us to
consistently meet the highest standards. We promote a team
approach, supported by state-of-the-art systems and sophisticated
technology, that is focused on gathering, analyzing and
implementing relevant information to produce exceptional results
for our clients.
Our History and Core Values
Several senior trust and investment professionals from two large
regional trust companies and a national private investment
management company joined together in 2004 to form Legacy Private
Trust Company. Today, we are among the region's most preferred,
independently owned trust and wealth advisory firms.
To help clients reach their financial objectives, Legacy
adheres to some simple mandates and core values. With these
concepts as a foundation, we put our clients on the road to
achieving their goals:
- Service to the client above all else
- Honesty, integrity and confidentiality of purpose
- Professional commitment and continuous self-improvement
- Excellence in everything we do
- Mutual respect among fellow employees
