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
Feeling charitable: Be Sure You Can Substantiate Your Gifts
To be eligible to claim valuable charitable deductions, you must substantiate your gifts with specific documentation. Here’s a breakdown of the rules.
Contextualizing Today’s High S&P 500 Valuation
Valuation is not the only factor to consider when evaluating stock allocations.
Don’t Forget to Include a Residuary Clause in Your Will
When creating a will, most people focus on the big-ticket items — including who gets the house, the car and specific family heirlooms. But one
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