



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 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.
Stay up to date with Legacy’s current events, market updates, and other news.
We have four Wisconsin-based office locations and serve clients throughout the country.
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

What the Latest Tariffs Mean for Investors — And How to Stay Grounded
As uncomfortable as these drawdowns may feel in the moment, they are a normal part of investing.

Stepped-up Basis Rules Can Ease the Income Tax Bite of an Inheritance
Understanding the stepped-up basis rules is beneficial for family members who inherit your assets.

Incentive trusts: Use them to pass your wealth and values on to beneficiaries
If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust might be
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