On February 18, 2024, Legacy Private Trust Company proudly marks its 20th anniversary as a beacon of innovation in private wealth and asset management. Two decades ago, founders Michael Mahlik and Joseph McGrane envisioned a new paradigm in this industry, focusing on personalized service and customized portfolio management. Their foresight led to the birth of Legacy Private Trust Company, an independent trust company and fiduciary dedicated to prioritizing exceptional service and tailored solutions for affluent individuals and families.
This milestone anniversary underscores Legacy Private Trust Company’s unwavering dedication to reshaping the landscape of wealth management and trust solutions. In the dynamic early 2000s, a period marked by transformative shifts, mergers, and relocations within the trust and financial services sector, Legacy distinguished itself as a trailblazer in championing personalized client service. Setting a pioneering precedent, Legacy was the first to market in the state of Wisconsin with its innovative single-purpose charter. This strategic move not only distinguished Legacy from the industry’s consolidation trends, marked by diminished personalized attention and increased employee turnover, but also positioned the company to deliver an extraordinary level of service.
A Holistic Approach to Personalized Wealth Management
Under the leadership of Managing Director of Trust Investments Greg Hansen, Legacy has excelled in offering a full array of value-added solutions, with a clear focus on individualized wealth management. Hansen’s philosophy that “investment management is not a one-size-fits-all approach” resonates at the core of Legacy’s operations. The firm’s seasoned experts invest considerable time in understanding each client’s unique financial goals and crafting bespoke wealth plans and investment strategies that align with their aspirations.
Legacy’s approach to wealth management is not just about financial acumen but also about fostering a holistic team approach. This collaborative strategy, involving experts across tax law, investment management, estate planning, retirement planning, financial planning, and charitable giving, ensures that each client benefits from comprehensive, well-rounded advice. This team-based methodology is a hallmark of Legacy’s commitment to delivering the best possible service and guidance.
As Legacy Private Trust Company commemorates its 20th anniversary, its success is a testament to an unyielding commitment to innovation and an unmatched dedication to client satisfaction. This significant milestone is not merely a reflection of Legacy’s journey but a declaration of its trailblazing role in the financial services realm, consistently establishing the benchmark for unparalleled service and inventive financial solutions. Armed with a robust foundation forged over two decades and a clear vision, Legacy Private Trust Company stands poised to continue its leadership trajectory within the financial services industry, charting a course for enduring success in the years ahead.
Celebrate our 20th anniversary with us all year long by following us on social media, signing up for our email communications, and visiting our website. Additionally, stay tuned for our articles in publications such as Future Neenah Magazine, Milwaukee Business Journal, Insight Magazine, and more to catch never-before-seen photos of Legacy’s history.
If you are a Legacy client and have questions, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or connect@lptrust.com.
