In the early 2000s, bank consolidations and financial mergers were on the rise, including the movement of wealth management services to larger, urban markets. That presented the ideal opportunity for the creation of a local wealth- management business in the Fox Valley.
Legacy Private Trust Co., a state-chartered, single purpose bank in Neenah was created by Michael Mahlik together with August Pabst and Dick Bergstrom. “This company was started with the purpose to assist with wealth planning and wealth management for high net worth individuals,” explained Mahlik, who is the company president. Legacy Business 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