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Our Story

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.

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Contact Us

We have four Wisconsin-based office locations and serve clients throughout the country.

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Noteworthy News

Stay up to date with Legacy’s current events, market updates, and other news.

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Our Clients

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:

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A message from Legacy Director and client, Fritz Merizon

Testimonials

“Legacy Private Trust offers us so much more than money management. In many respects, that element of the relationship is simply “table stakes”. The team at Legacy has helped us greatly as we navigate tax management and estate planning issues. They’ve worked as trusted advisors alongside our legal and accounting teams to properly position us to achieve our financial goals”
Neenah, WI

Our Blog

Insights and News

stock

The Advantages of Donating Stock

For investors keen on supporting charitable causes while optimizing tax benefits, donating stock instead of cash offers a powerful strategy. By contributing appreciated securities to

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Learn More About How We Can Help You Build Your Legacy

Our Locations



Neenah Office &
Corporate Headquarters:

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:

10 E. Doty Street, Suite 800
Madison, WI 53703
(608) 256-2777 or (866) 811-1500

Wausau Office:

P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500