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
Legacy Private Trust Company Announces Employee Advancements
Legacy Private Trust Company, an independent trust and wealth management firm, has announced several employee promotions and appointments. These advancements reflect the hard work, dedication,
Preparing for an Inheritance: Estate Planning Strategies for the Great Transfer of Wealth
The “Great Transfer of Wealth” is a term used to describe the massive shift of assets and financial resources expected to take place in the
Economic Divergence: Understanding the Bifurcated U.S. Market
The U.S. economy shows strong GDP growth and low unemployment. Still, there is a significant divide, with high-income households benefiting from wealth effects while low- and middle-income households face financial pressures from rising costs.
Our Locations
Corporate Headquarters
Neenah, WI
2 Neenah Center
Neenah, WI 54956
Alternative Mailing Address:
P.O.Box 649
Neenah, WI 54957
(920) 967-5020 or (866) 811-1500
Madison Office
P.O. Box 259411
Madison, WI 53725
(608) 256-2777 or (866) 811-1500
Wausau Office
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500
Neenah Office
2 Neenah Center
Neenah, WI 54956
Alternative Mailing Address:
P.O.Box 649
Neenah, WI 54957
(920) 967-5020 or (866) 811-1500
Oconomowoc Office:
930 Armour Road
Oconomowoc, WI 53066
Mailing Address:
P.O.Box 47
Oconomowoc, WI 53066
(262) 468-7620 or (866) 811-1500
Learn More About How We Can Help You Build Your Legacy
Our Locations
P.O. Box 259411
Madison, WI 53725
(608) 256-2777 or (866) 811-1500
Wausau Office
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500
Corporate Headquarters & Neenah Office
Two Neenah Center, Fifth Floor
Neenah, WI 54956
(920) 967-5020 or (866) 811-1500
Alternate Mailing Address:
P.O. Box 649
Neenah, WI 54957-0649
Oconomowoc Office
930 Armour Road
Oconomowoc, WI 53066
Mailing Address:
P.O. Box 47
Oconomowoc, WI 54957-0647
(262) 468-7620 or (866) 811-1500