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Neenah, Wis., March 5, 2014 -- Legacy Private Trust Company of
Neenah is celebrating 10 years of providing high-quality,
customized investment management and trust services to individuals,
families, businesses and charitable organizations.
The company began operations in 2004 when several senior trust
and investment professionals from three large Wisconsin firms
joined together to create a client-focused wealth management
company. Since then, Legacy has steadily grown to 25 employees and
manages more than $750 million in assets, with an additional $150
million in committed transfers expected by mid-year.
As one of Wisconsin's few independent, closely-held trust and
investment advisory firms, President Michael B. Mahlik said Legacy
is structured to provide unbiased and objective investment, tax and
financial planning advice.
"In today's economy where things move quickly, our clients chose
Legacy for our sophisticated and innovative wealth management
services," he said. "We work closely with our clients to understand
their needs and develop a strategy that can provide peace of mind
that their goals can be achieved throughout changing market
Joseph E. McGrane, executive vice president, said Legacy is
unique since it is organized as a single-purpose, state charted
bank, providing only wealth and investment management, tax planning
and trust services.
"We are independent, which means we can provide our clients with
innovative investment solutions without them feeling like we are
steering them towards one product or another because of a
particular affiliation," he said. "Our clients know they are
getting unbiased advice when they work with us."
Legacy's client servicing has extended into the southern half of
Wisconsin through strategic partnerships with several regional
banks. Under the agreements, Legacy provides trust and wealth
management services enabling customers of the banks access to
sophisticated trust, asset management and estate-planning
"Our growth has far exceeded our expectations during the past 10
years. We look forward to continued expansion in the years to come
as we serve our clients' needs with innovative wealth management
solutions," Mahlik said.
About Legacy Private Trust Company
Legacy Private Trust Company is an independent, closely-held
trust company and among the region's preferred wealth advisory
firms with assets under management approaching $900 million.
Headquartered in Neenah, Wis., Legacy operates with a bank charter
that was established in 2004 by the state of Wisconsin. With a team
of 25 highly credentialed and experienced professionals, and a
proven record of exceptional wealth management services for its
clients, the company offers personalized trust and investment
services to individuals, families, businesses and non-profit
organizations. For more information, please call Legacy at
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D: 920-967-5020 T: 866-811-1500 F: 920-967-5079
Two Neenah Center | Fifth Floor | Neenah, WI 54956