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 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.
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.
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:
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
Insights and News
The holiday shopping season has officially kicked off, and a less festive Santa than we have seen in recent years will likely be coming down
Legacy Private Trust Company presents an overview of the Internal Revenue Service’s recently announced inflation adjustments. These adjustments, detailed in Revenue Procedure 2023-34, are crucial
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance.
Learn More About How We Can Help You Build Your Legacy
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
35303 Pabst Road
Oconomowoc, WI 53066
(262) 468-7620 or (866) 811-1500
10 E. Doty Street, Suite 800
Madison, WI 53703
(608) 256-2777 or (866) 811-1500
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500