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.
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
Our Blog
Insights and News
Charitable Remainder Trusts: Balancing Philanthropy and Family Wealth
Philanthropy plays an essential role in many families’ estate strategies, offering a thoughtful way to make a lasting charitable impact while preserving financial security for
Building a Lasting Legacy: Engaging Heirs in Philanthropy
Incorporating philanthropy into estate planning is a powerful way for families to preserve their legacy while reinforcing core family values. Engaging heirs in charitable endeavors
Navigating Life’s Transitions: Adapting Your Estate Plan for Relocation, Family Growth, Spousal Separations.
Life is full of transitions, from exciting new beginnings to unexpected challenges. Whether you’re adjusting to relocating to a new state, celebrating the arrival of
Learn More About How We Can Help You Build Your Legacy
Our Locations
Corporate Headquarters
& 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
Oconomowoc Office:
35303 Pabst Road
Oconomowoc, WI 53066
(262) 468-7620 or (866) 811-1500
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Madison Office:
P.O. Box 259411
Madison, WI 53725
(608) 256-2777 or (866) 811-1500
Wausau Office:
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500
Our Locations
Madison Office
P.O. Box 259411
Madison, WI 53725
(608) 256-2777 or (866) 811-1500
Wausau Office
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500
Corporate Headquarters & Neenah Office
Two Neenah Center, Fifth Floor
Neenah, WI 54956
(920) 967-5020 or (866) 811-1500
Alternate Mailing Address:
P.O. Box 649
Neenah, WI 54957-0649
Oconomowoc Office
35303 Pabst Road
Oconomowoc, WI 53066
(262) 468-7620 or (866) 811-1500