Legacy Private Trust Co

More Info

General Info

Several senior trust and investment professionals from two large regional trust companies and a national private investment management company joined together in 2004 to form Legacy Private Trust Company. Today, we are among the region's most preferred, independently owned trust and wealth advisory firms. Legacy specializes in investment management services for individuals and families, professional service organizations, family-owned and managed businesses and philanthropic organizations. A premier service organization, Legacy delivers advice for enhancing, preserving and transferring wealth through financial, tax, estate and charitable planning. Our investment capabilities range from superior proprietary portfolio management, third party manager selection, to sophisticated risk management strategies. Strategic investment alternatives such as private equity funds, hedge funds and real estate offerings are also available. Legacy offers asset management to family owned businesses, foundations, endowments, public funds and retirement plans.

Email

Email Business

Extra Phones

Phone: (920) 886-0202

Fax: (920) 967-5079

TollFree: (866) 811-1500

Location

Two Neenah Ctr

AKA

Legacy Private Trust Company

Other Links

http://www.lptrust.com

https://www.lptrust.com

https://www.lptrust.com/contact-us

Categories

Investment Management, Banks, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Trust Companies

Reviews

Details

Phone: (920) 967-5020

Address: 2 Neenah Ctr, Neenah, WI 54956

Website: http://www.lptrust.com