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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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.

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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 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:

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

“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”