Legacy Private Trust Company Employee Directory
Investment ManagementWisconsin, United States11-50 Employees
Legacy Private Trust Company is an independent wealth advisory firm offering integrated financial services, including investment management, trust administration, planning, estate and tax strategy, charitable planning, and wealth transfer. Serving individuals, multigenerational families, business owners, and foundations across the United States, the firm emphasizes objective, conflict-free guidance built on long-term stewardship and collaborative work with clients’ other advisors. Founded in 2004 and based in Neenah, Wisconsin, with offices in Oconomowoc and Wausau, the company operates as a fiduciary institution exercising trust powers. Its approach centers on disciplined research and risk management to tailor strategies to client goals, aiming to protect, preserve, and thoughtfully grow legacies. Recent leadership additions and asset-focused activity reflect ongoing expansion within the US market.
1-888-653-2347 
support@leadiq.com 
