Neenah, Wis. — Legacy Private Trust Company of Neenah is celebrating 10 years of providing high-quality, customized investment management and trust services to individuals, families, businesses and charitable organizations.
The company began operations in 2004 when several senior trust and investment professionals from three large Wisconsin firms joined together to create a client-focused wealth management company. Since then, Legacy has steadily grown to 25 employees and manages more than $750 million in assets, with an additional $150 million in committed transfers expected by mid-year.
As one of Wisconsin’s few independent, closely-held trust and investment advisory firms, President Michael B. Mahlik said Legacy is structured to provide unbiased and objective investment, tax and financial planning advice.
“In today’s economy where things move quickly, our clients chose Legacy for our sophisticated and innovative wealth management services,” he said. “We work closely with our clients to understand their needs and develop a strategy that can provide peace of mind that their goals can be achieved throughout changing market conditions.”
Joseph E. McGrane, executive vice president, said Legacy is unique since it is organized as a single-purpose, state charted bank, providing only wealth and investment management, tax planning and trust services.
“We are independent, which means we can provide our clients with innovative investment solutions without them feeling like we are steering them towards one product or another because of a particular affiliation,” he said. “Our clients know they are getting unbiased advice when they work with us.”
Legacy’s client servicing has extended into the southern half of Wisconsin through strategic partnerships with several regional banks. Under the agreements, Legacy provides trust and wealth management services enabling customers of the banks access to sophisticated trust, asset management and estate-planning services.
“Our growth has far exceeded our expectations during the past 10 years. We look forward to continued expansion in the years to come as we serve our clients’ needs with innovative wealth management solutions,” Mahlik said.
About Legacy Private Trust Company
Legacy Private Trust Company is an independent, closely-held trust company and among the region’s preferred wealth advisory firms with assets under management approaching $900 million. Headquartered in Neenah, Wis., Legacy operates with a bank charter that was established in 2004 by the state of Wisconsin. With a team of 25 highly credentialed and experienced professionals, and a proven record of exceptional wealth management services for its clients, the company offers personalized trust and investment services to individuals, families, businesses and non-profit organizations. For more information, please call Legacy at 920-967-5020.