Legacy Private Trust Company is a financial services firm that specializes in wealth management and trust services. Here are some key points about the company: - Founding and History: Legacy Private Trust Company was founded in 2004 by a team of investment and trust professionals. Their vision is to provide customized wealth management solutions tailored to the changing needs of families, businesses, and organizations[1][3]. - Services Offered: The company provides a range of services including estate planning, tax strategies, trust administration, investment strategies, and legal expertise. They focus on developing long-lasting client relationships and offer personalized financial planning, investment management, retirement planning, and charitable giving services[5]. - Locations: Legacy Private Trust Company has its corporate headquarters in Neenah, Wisconsin, and additional offices in Madison, Wausau, and Oconomowoc, Wisconsin. They serve clients across the United States[3][4]. - Philosophy: The company emphasizes building enduring relationships with clients and prioritizes their interests above all else. They operate on a culture of client service, aligning their values with those of their clients[3][5]. Legacy Private Trust Company is distinct from another company named Legacy Trust, which is a nationally chartered trust company based in Houston, Texas, serving ultra-high net worth families and foundations[2].