Legacy Private Trust

Legacy Private Trust Company is an independent, closely-held trust company and among the region's preferred wealth advisory firms with assets under management approaching $900 million. Headquartered in Neenah, Wisconsin, Legacy operates with a bank charter that was established in 2004 by the state of Wisconsin. With a team of 29 highly credentialed and experienced professionals, and a proven record of exceptional wealth management services for its clients, the company offers personalized trust and investment services to individuals, families, businesses and non-profit organizations.