Legacy Private Trust Company: Innovating Personalized Wealth Management and Exceptional Service for Long-Term Success
Whenever an organization or individual introduces a new service or product that simplifies a particular task for people, it is known as innovation. When the founders came together to establish Legacy Private Trust Company, they innovated private wealth and asset management through personalized service and customized portfolios. Legacy offers a wide range of wealth management and trust solutions for high-net-worth individuals and families.
In the early 2000s, the trust and financial services industry experienced a significant shift due to mergers and consolidations, resulting in many local trust offices relocating out of Wisconsin and into large metropolitan areas. Clients faced a decline in personalized service and an increase in employee turnover. The founders of Legacy Private Trust Co...