About

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: 1) Provide distinctly customized wealth management with an emphasis on developing long-term personal client relationships, 2) Measure all efforts against the highest industry standards, ethics and values, and 3) 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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Performance