Our Timeline

2004 | Legacy Opens For Business​

On February 18 of 2004, Legacy Private Trust Company’s charter was approved, and just days later on February 20, Legacy officially opened its doors for business, marking the beginning of a new era in innovation and success. Founded by a visionary team of entrepreneurs, Legacy aimed to redefine industry standards.

2007 | Legacy Moves

In 2007, Legacy moved to a bigger location. In the renovation, only one or two of the original walls were kept.

(Left to Right) Michael Mahlik, Sue Fencl, Lisa Kewley, and Joseph McGrane

2010 | Taking Over Trust Departments for Three Banks

In 2010, Legacy assumed responsibility for the trust departments of three prominent banks, further solidifying a legacy of excellence that began when our doors first opened in 2004.

2016 | Oconomowoc Office

In 2016, Legacy expanded its reach to Oconomowoc, opening our doors to a community filled with opportunity.

(Left to Right) Nick Carver, Joseph McGrane, Sue Fencl, and Michael Mahlik

2016 | $1 Billion AUM

In 2016, we celebrated a monumental milestone as our assets under management soared to 1 billion. This achievement stands as a testament to our unwavering dedication to excellence and the trust placed in us by our valued clients.

2019 | 15th Anniversary

In 2019, we joyously commemorated fifteen years of excellence, growth, and unwavering commitment to our clients. This significant milestone serves as a testament to the enduring relationships we’ve cultivated and the trust placed in us.


2019 | Madison Office

In 2019, Legacy expanded its footprint to Madison, ushering in a new chapter of financial excellence.

2020 | Wausau Office

In 2020, Legacy embarked on a new venture, bringing our expertise to the thriving community of Wausau.


2022 | Brand & Website Refresh

In 2022, we embarked on an exciting rebranding initiative, culminating in the launch of our sleek new website. This transformative journey reflects our commitment to evolution, innovation, and meeting the evolving needs of our clients.

2024 | 20th Anniversary

In 2024, we proudly commemorate twenty years of unwavering dedication, growth, and lasting relationships. This remarkable milestone is a testament to the trust and support of our valued clients and the relentless dedication of our team.

2024 | $2 Billion AUM

In 2024, we achieved a remarkable milestone, reaching $2 billion in assets under management and care. This landmark accomplishment underscores our steadfast commitment to excellence and our esteemed clients’ deep trust in us.