Our Story
Dedicated to Helping You Build Your Legacy
When our founding team of investment and trust professionals united in 2004 to form Legacy Private Trust, 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; and
- Place clients’ needs at the forefront of all business decisions.
Our staff of talented and credentialed professionals includes Chartered Financial Analysts™, Certified Financial Planners™, Certified Trust and Financial Advisors™, attorneys, tax and estate planning experts, trust officers, and investment managers who are committed to building enduring relationships with you and all generations of your family. Legacy’s personalized approach to wealth management has produced a growing list of clients who share our passion for excellence. Together we work diligently to secure the future for their families and join efforts to build stronger communities.
Meet the Trusted Professionals at Legacy
Executive Office
Client Services
Investment Management
Corporate Services
Client Support Services
Tax and Estate Services
Trust Operations
Legacy’s Board of Directors
Outstanding Leaders Support Our Mission
Legacy is honored to have the following distinguished business and community leaders contributing their expertise toward our mission of providing outstanding wealth management to our clients:
Mr. James F. Beré, Jr.
Chairman and Chief Executive Officer, ALTA Resources, Inc.
Mr. Richard A. Bergstrom
Vice Chairman, Bergstrom Corporation
Dr. Timothy T. Flaherty
Physician (Retired)
Mr. Paul A. Klister
President and Lead Developer, Commercial Horizons
Mr. Frederick W. Merizon
Advisor and Investor
Mr. Michael B. Mahlik
President, Legacy Private Trust Company
Mr. Joseph E. McGrane
Executive Vice President, Legacy Private Trust Company
Culture Statement
To serve our clients with integrity and empathy; conduct business with full transparency and with the highest ethical standards; treat our colleagues with respect and consideration; and be committed to continuous improvement and innovative advancements in financial solutions.