Legacy Private Trust Company

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Description

  • Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer.Legacy professionals bring decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, are based on thorough research, a disciplined investment process and structured risk management techniques.Most importantly, we offer a special blend of intelligence and empathy, a combination of personal and professional, which allows us to serve our clients with distinction.
  • location

    Headquarters:2 Neenah Ctr Ste 501 Fifth Floor, Neenah, Wisconsin, United States

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  • Legacy Private Trust Company phone

    Phone Number: +1 920-967-5020

  • Legacy Private Trust Company website

    Website: https://www.lptrust.com

  • Legacy Private Trust Company employees

    Employees:29

  • Legacy Private Trust Company revenue

    Revenue:$10 - 50M

  • Legacy Private Trust Company legal name

    Legal Name:Legacy Private Trust Company

  • Legacy Private Trust Company's Social Media

    Legacy Private Trust Company linkedin
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  • |  NAICS Code: 522110  |

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Frequently Asked Questions regarding Legacy Private Trust Company

  • Where are Legacy Private Trust Company's Headquarters?

    Legacy Private Trust Company's Headquarters are in 2 Neenah Ctr Ste 501 Fifth Floor,Neenah,Wisconsin,United States

  • What is Legacy Private Trust Company's phone number?

    Legacy Private Trust Company's phone number is +1 920-967-5020

  • What is Legacy Private Trust Company's official website?

    Legacy Private Trust Company's official website is https://www.lptrust.com

  • What is Legacy Private Trust Company's Revenue?

    Legacy Private Trust Company's revenue is $10 - 50M

  • What is Legacy Private Trust Company's NAICS code?

    Legacy Private Trust Company's NAICS code is 522110

  • How many employees are working in Legacy Private Trust Company

    Legacy Private Trust Company has 29 employees

  • What is Legacy Private Trust Company's Industry?

    Legacy Private Trust Company is in the industry of Investment Management

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