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 milestones reflects our journey of growth and success and reinforces the trust and relationships we have built with our clients over the years. As you explore the significant events that have shaped our company, you’ll see how each step in our history has contributed to a legacy of excellence and commitment to our clients. We proudly present these moments and invite you to explore how our past has prepared us for a promising future.
2004 | Our First Milestone
On February 18, 2004, we were officially chartered, and just two days later, on February 20, Legacy Private Trust Company opened its doors for business. Founded by a visionary team of entrepreneurs, our goal was to set a new standard in the trust company industry.
2007 | A New Home
By 2007, our growth necessitated a move to a larger office space. As part of this transition, we preserved the character of our original location by maintaining one or two of the foundational walls, symbolizing our commitment to retaining our core values while expanding our capabilities.
2010 | Expanding Our Services
In a significant expansion of our responsibilities, Legacy assumed the trust departments of three prominent banks in 2010. This move solidified our foundation of excellence and expanded our reach and impact in the financial sector.
2016 | Growth and Achievements
A landmark year for us, 2016 was filled with notable achievements:
- Oconomowoc Office: We opened a new office in Oconomowoc, welcoming a community brimming with potential.
- $1 Billion AUM: We celebrated reaching $1 billion in assets under management, a testament to our clients’ trust in us and our relentless pursuit of excellence.
2019 | Celebrating 15 Years
- 15th Anniversary: We marked fifteen years of growth, excellence, and commitment to our clients, celebrating the enduring relationships we have built.
- Madison Office: Our expansion continued with the opening of our Madison office, setting the stage for a new chapter of financial leadership.
2020 | Reaching Further
The opening of our Wausau office in 2020 brought our trusted expertise to another vibrant community, continuing our commitment to accessible and exceptional financial guidance.
2022 | A New Look
Embracing change and innovation, 2022 was highlighted by a comprehensive brand and website refresh, reflecting our commitment to evolution and the ever-changing needs of our clients.
2024 | Two Decades of Excellence
- 20th Anniversary: As we celebrate twenty years of dedicated service, we reflect on the trust and support of our valued clients and our team’s relentless dedication.
- $2 Billion AUM: Reaching $2 billion in assets under management and care marks a significant milestone, underscoring our continued commitment to excellence and our clients’ deep trust in us.
We are excited to share these moments with you as we look forward to continuing our journey of growth and excellence. Thank you for being part of our story. Visit our timeline page to explore our past achievements!
If you are a Legacy client and have questions, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or connect@lptrust.com.
This newsletter is provided for informational purposes only.
It is not intended as legal, accounting, or financial planning advice.
