When our founding team of investment and trust professionals united in 2004 to form Legacy Private Trust Company, they did so with a very simple, yet insightful vision.
We have four Wisconsin-based office locations and serve clients throughout the country.
Stay up to date with Legacy’s current events, market updates, and other news.
We are a company built on a culture of client service. We share the same values of our clients and are committed to placing their interests above all else.
Trusted Guidance: Our Comprehensive Trust Management Solutions
When our founding team of investment and trust professionals united in 2004 to form Legacy Private Trust Company, they did so with a very simple, yet insightful vision:
- Provide distinctly customized wealth management with an emphasis on developing long-term personal client relationships.
- Measure all efforts against the highest industry standards, ethics and values.
- Place clients’ needs at the forefront of all business decisions.
Our Team
Our staff of talented and credentialed professionals are committed to building enduring relationships with you and your family.
A message from Legacy Director and client, Fritz Merizon
Testimonials
Our Blog
Insights and News
Make a Difference While Meeting Your RMD Requirements
As individuals begin taking Required Minimum Distributions from their retirement accounts, many seek ways to use their financial resources efficiently while giving back to causes
How Families Use Strategic Philanthropy to Protect Wealth
For many families, philanthropy is a way to make a lasting impact on society and a powerful estate planning tool that can protect and preserve
Charitable Remainder Trusts: Balancing Philanthropy and Family Wealth
Philanthropy plays an essential role in many families’ estate strategies, offering a thoughtful way to make a lasting charitable impact while preserving financial security for
Learn More About How We Can Help You Build Your Legacy
Our Locations
Corporate Headquarters
& Neenah Office:
Two Neenah Center, Fifth Floor
Neenah, WI 54956
Alternate Mailing Address:
P.O. Box 649
Neenah, WI 54957-0649
(920) 967-5020 or (866) 811-1500
Oconomowoc Office:
35303 Pabst Road
Oconomowoc, WI 53066
(262) 468-7620 or (866) 811-1500
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Madison Office:
P.O. Box 259411
Madison, WI 53725
(608) 256-2777 or (866) 811-1500
Wausau Office:
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500
Our Locations
Madison Office
P.O. Box 259411
Madison, WI 53725
(608) 256-2777 or (866) 811-1500
Wausau Office
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500
Corporate Headquarters & Neenah Office
Two Neenah Center, Fifth Floor
Neenah, WI 54956
(920) 967-5020 or (866) 811-1500
Alternate Mailing Address:
P.O. Box 649
Neenah, WI 54957-0649
Oconomowoc Office
35303 Pabst Road
Oconomowoc, WI 53066
(262) 468-7620 or (866) 811-1500