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.
We have four Wisconsin-based office locations and serve clients throughout the country.
Stay up to date with Legacy’s current events, market updates, and other news.
We are a company built on a culture of client service. We share the same values of our clients and are committed to placing their interests above all else.
Trusted Guidance: Our Comprehensive Trust Management Solutions
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:
- Provide distinctly customized wealth management with an emphasis on developing long-term personal client relationships.
- Measure all efforts against the highest industry standards, ethics and values.
- Place clients’ needs at the forefront of all business decisions.
Our Team
Our staff of talented and credentialed professionals are committed to building enduring relationships with you and your family.
A message from Legacy Director and client, Fritz Merizon
Testimonials
Our Blog
Insights and News
The Essential Estate Plan Review Checklist: Don’t Miss the Obvious
When it comes to estate planning or managing trust documents, there’s a vital component that often gets overlooked: the obvious. Getting caught up in the
Sticky Inflation Keeps Interest Rates Higher for Longer – April 2024
Has the Fed thrown in the towel? That’s the question investors are grappling with and those who think they know the answer are deceiving themselves.
Celebrating Milestones: Legacy Private Trust Company’s Journey Through the Years
At Legacy Private Trust Company, understanding our history is crucial to appreciating the values and achievements that define who we are today. Sharing our historic
Learn More About How We Can Help You Build Your Legacy
Our Locations
Neenah Office &
Corporate Headquarters:
Two Neenah Center, Fifth Floor
Neenah, WI 54956
Alternate Mailing Address:
P.O. Box 649
Neenah, WI 54957-0649
(920) 967-5020 or (866) 811-1500
Oconomowoc Office:
35303 Pabst Road
Oconomowoc, WI 53066
(262) 468-7620 or (866) 811-1500
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Madison Office:
10 E. Doty Street, Suite 800
Madison, WI 53703
(608) 256-2777 or (866) 811-1500
Wausau Office:
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500