Our Story
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Dedicated To Helping You Build Your Legacy
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.
The success we have achieved over the years is no accident.
Creating solutions based on the changing needs of any family, business or organization, has made us a trusted financial partner for a growing list of clients.
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fi·du·ci·ar·y
A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own. In a fiduciary relationship, the person who must prioritize their clients’ interests over their own is called the fiduciary.