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
Keeping the Right Records: A Guide to Post-Tax Filing Document Retention
You’ve just finished filing a tax return. With a sense of relief, you set aside a copy of your return and your supporting documents. But
Monthly Insights – February 2023
Check out our top blog posts from February 2023! Click the links below to read any of the articles you may have missed: Get Smart
Bond Market Volatility Highest Since 2009
In an increasingly data-driven world, the investment team at Legacy realized that, through charts and graphs, we would be able to convey information more quickly
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