Legacy Private Trust Company is please to announce the addition of Thomas J. Pranica as Vice President, Senior Trust and Financial Advisor. Thomas brings more than a decade of experience in wealth management, corporate tax law, and public accounting. In his new role, he will provide fiduciary and financial guidance to individuals and families with complex planning needs.
Prior to joining Legacy, Thomas worked closely with high-net-worth families, providing guidance on investment strategy, tax planning and long-term financial goals. He also co-instructed an advanced financial planning and investment management course at the University of Wisconsin Law School. Earlier in his career, he practiced as a corporate tax attorney at a nationwide law firm and held leadership roles in international tax and advisory services at a Big Four accounting firm.
He earned a juris doctor, cum laude, from the University of Wisconsin Law School and holds a bachelor’s degree in accounting from the University of Minnesota’s Carlson School of Management.
He earned a juris doctor, cum laude, from the University of Wisconsin Law School and holds a bachelor’s degree in accounting from the University of Minnesota’s Carlson School of Management. He is a licensed attorney in Wisconsin, a certified public accountant, passed the FINRA Series 7 and 66 exams, and holds life insurance and variable annuity licenses.
“Joining Legacy Private Trust Company represents an exciting new chapter in my career,” Pranica said. “Legacy’s reputation for excellence in fiduciary service and its unwavering commitment to clients strongly reflect my own professional values. I look forward to contributing to the firm’s mission by helping individuals and families navigate their financial lives with clarity, care and confidence.”
Pranica’s multidisciplinary background enhances Legacy’s ability to deliver tailored, high-touch service to clients.
“Thomas brings a rare combination of legal, tax and investment expertise that enhances our ability to serve clients with the care, insight and precision they’ve come to expect from Legacy,” said Joseph E. McGrane, Executive Vice President of Legacy Private Trust Company. “His deep experience navigating complex financial landscapes will be a tremendous asset to the families we serve. At Legacy, our commitment remains the same — to provide thoughtful, individualized guidance rooted in trust and long-term relationships. With Thomas on board, we are significantly better positioned to deliver on that promise.”
About Legacy Private Trust Company
Legacy Private Trust Company, headquartered in Neenah, Wisconsin, is a boutique, independent trust and wealth management firm with over $2.2 billion in assets under management and care. The firm’s expert and highly credentialed team includes Chartered Financial Analysts®, CERTIFIED FINANCIAL PLANNERS®, Certified Trust and Fiduciary Advisors, attorneys, and tax experts. These teams offer personalized trust and investment services to fit each client’s unique financial goals, challenges, priorities, and realities. Legacy Private Trust Company serves clients in Wisconsin and throughout the United States from its offices in Neenah, Oconomowoc, Madison, and Wausau. Learn more at www.lptrust.com.