Dedicated To Helping You Build Your Legacy
When our founding team of investment and trust professionals united in 2004 to form Legacy Private Trust Company, they did so with a very simple, yet insightful vision:
The success we have achieved over the years is no accident.
Creating solutions based on the changing needs of any family, business or organization, has made us a trusted financial partner for a growing list of clients.
A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own. In a fiduciary relationship, the person who must prioritize their clients’ interests over their own is called the fiduciary.