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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.
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Our Team
Our staff of talented and credentialed professionals are committed to building enduring relationships with you and your family.
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A message from Legacy Director and client, Fritz Merizon
Testimonials
Our Blog
Insights and News
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Small Caps Roar – July 2024 Chart Check
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.
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IRS Finalizes Rule on Required Minimum Distributions
The IRS has finalized its proposed rule concerning required minimum distributions (RMDs), detailing requirements for distributions from qualified retirement plans, such as IRAs, during the
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The CrowdStrike Outage & Safeguarding Financial Records
CrowdStrike, a leading cybersecurity technology company, specializes in endpoint protection, threat intelligence, and cyberattack response services. Renowned for its innovative approach, CrowdStrike equips businesses with
Learn More About How We Can Help You Build Your Legacy
Our Locations
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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
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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
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Wausau Office:
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500