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.
In 2007, Legacy moved to a bigger location. In the renovation, only one or two of the original walls were kept.
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.
In 2016, Legacy expanded its reach to Oconomowoc, opening our doors to a community filled with opportunity.
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.
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.
In 2019, Legacy expanded its footprint to Madison, ushering in a new chapter of financial excellence.
In 2020, Legacy embarked on a new venture, bringing our expertise to the thriving community of Wausau.
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.
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.
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.
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