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Monday 7:30am - 4:30pm Tuesday 7:30am - 4:30pm Wednesday 7:30am - 4:30pm Thursday 7:30am - 4:30pm Friday 7:30am - 3pm

Legacy Private Trust Company

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United States
Neenah, WI
Legacy Private Trust Company

Legacy Private Trust Company is a multi-disciplined, independent, and unbiased provider of superior asset management, investment, trust, and planning services.

06/02/2026

Legacy Private Trust Company is incredibly proud to celebrate two of our own as Insight Publications' 2026 40 Under 40 honorees. 🏆

Corenne Gutierrez, Director of Marketing and Communications, and Emily Kling, Senior Wealth Associate, were recognized among 40 exceptional leaders shaping the future of Northeast Wisconsin.

For us, developing great leaders isn't incidental — it's strategic. Because our clients deserve a team that is always growing, always learning, and always leading with excellence.

Corenne and Emily exemplify exactly that. We are proud to see their dedication recognized, and we are grateful to have them on the Legacy team.

Congratulations to the entire 2026 class — 40 remarkable individuals redefining what it means to make an impact across our region. 👏

05/28/2026

Markets at all-time highs. Inflation at 3.8%. Oil above $100. A war that closed the Strait of Hormuz. A new Fed Chair sworn in just days ago.

2026 has been an uncomfortable year for investors — and yet the S&P 500 and Nasdaq 100 are sitting near record highs, coming off eight consecutive weeks of gains.
That's not a coincidence. It's a pattern.

With 94% of S&P 500 companies having reported Q1 results, 84% have beaten earnings estimates — above both the five-year and ten-year averages. Revenue growth is broad, with all eleven sectors reporting year-over-year gains. Net profit margins are at their highest level since FactSet began tracking the metric in 2009.

The fundamental case for equities is solid. The headlines are loud. History suggests the two don't have to move together.

Our June 2026 Market Commentary is now available: https://www.lptrust.com/blog/all-time-highs-despite-everything/

05/26/2026

We are proud to announce that Connor R. O'Brien, CFA®, Vice President and Trust Investment Officer, is the recipient of Legacy's inaugural President's Award — the highest honor presented at our Fundamentals of Fame awards ceremony.

Built on six core pillars — Clients First, One Team, Own It, Grow and Adapt, Protect the Legacy, and Lead the Way — our Fundamentals of Fame program recognized colleagues who live these values in remarkable ways.

Connor joined Legacy in 2021, bringing deep expertise in portfolio management, asset allocation, and security selection. A UW–Madison graduate and CFA® charterholder, he exemplifies what it means to lead with integrity and put clients first.

Congratulations, Connor. This recognition is well-earned. 🏆

05/21/2026

Legacy Private Trust Company was proud to support St. Mary Catholic Schools and Zephyrfest 2026 this month. 🎶

Zephyrfest brings our community together in a way that is truly special — celebrating local culture, supporting education, and investing in the future of the young people in our region.

Thank you to the organizers, volunteers, and everyone who makes this event a highlight of the season. 🙌

05/19/2026

Summer is here — and so is fresh energy at Legacy Private Trust Company! 🌟

Please join us in welcoming two Seasonal Office Assistants to our team this summer:

🎓 Erin Bahn is joining our Neenah office. Erin is a student at Marquette University studying International Relations and Economics on a pre-law track.

🎓 Ava Hansen is joining our Oconomowoc office. Ava is a student at Northern Kentucky University pursuing a degree in Finance.

We are proud to support the next generation of professionals. Welcome, Erin and Ava! 👏

05/05/2026

Twenty-two years. One extraordinary team.

Legacy Private Trust Company recently celebrated our 22nd anniversary and what a milestone it was. We gathered at North Shore Golf Club to reflect on how far we've come, recognize the people who make Legacy what it is, and look ahead with real excitement.

This year, we reached our highest assets under management in company history, a testament to the trust our clients place in us every day and the dedication of every member of this team.

We also had the honor of presenting our inaugural Fundamentals of Fame awards, recognizing team members who live our Legacy by Design culture fundamentals:

🏆 President's Award: Connor O'Brien
🏆 Legacy by Design Award: Trinity Maurice
🏆 Living the Legacy: Nate Hochholzer
🏆 Fundamentals in Focus: Rachel Wolf

And a heartfelt congratulations to Barb Blashka and Tammy Ross on 20 years with Legacy. Your dedication is the very foundation of what we've built.

The strength of this firm has always come from its people. Here's to 22 years and everything still ahead.

04/30/2026

Legacy Private Trust Company is growing, and we are looking for a Director of Trust & Estate Settlement to join our team — someone who genuinely loves the craft of fiduciary work and takes real pride in guiding families through one of life's most important processes.

In this role, you will be the go-to expert for estate settlement at our firm, working closely with clients, attorneys, and CPAs to ensure every engagement is handled with care, precision, and professionalism from start to finish.

You may be a great fit if you:

✔ Have 5–7+ years of hands-on trust administration or estate settlement experience
✔ Hold a JD, CPA, CTFA, or similar credentials (or are well on your way)
✔ Know your way around probate, fiduciary taxes, and trust accounting platforms like TrustDesk
✔ Take real ownership of your work and sweat the details so clients do not have to

We are a firm that takes fiduciary responsibility seriously — and we genuinely enjoy what we do. If that sounds like your kind of place, we would love to talk.

Qualified candidates are encouraged to apply online at https://secure2.entertimeonline.com/ta/8244.careers?CareersSearch=&ein_id=34878723&lang=en-US or submit a cover letter and resume to [email protected].

04/29/2026

A family limited partnership, or FLP, can be a powerful estate planning tool—but it is not just for families who own a business.

3 Things to Know:

1. An FLP can help transfer wealth while preserving control
With an FLP, assets such as a family business, real estate, investments, or other property can be placed into a partnership. The senior generation may retain management control as general partners while gradually transferring limited partnership interests to children or other family members.

2. It may reduce the size of a taxable estate
Transferring FLP interests can remove the value of the underlying assets from a taxable estate. Because limited partnership interests typically have restricted control and limited marketability, they may also qualify for valuation discounts for gift tax purposes.

3. It requires careful structure and ongoing oversight
An FLP must be properly established, operated, and maintained. Legal and tax expertise, administrative oversight, and adherence to partnership formalities are essential—especially if the strategy is ever reviewed by the IRS.

Why this matters:
An FLP can support wealth transfer, potential tax planning, income shifting, and asset protection goals. But the benefits depend heavily on how the partnership is structured and maintained.

Estate planning strategies should not be selected in isolation. They should be coordinated with your broader family, tax, and legacy goals.

→ Read the full perspective: https://www.lptrust.com/blog/how-can-an-family-limited-partnership-fit-into-your-overall-estate-planning-strategy/

04/28/2026

This April, we had the opportunity to support two meaningful local events:

Neenah-Menasha Emergency Society - Kitchen Tour
Fox Valley Memory Project - Living Life Gala

These organizations are doing important work for individuals and families in our community, and we’re honored to play a small part in helping advance their missions.

We’re grateful for the chance to support events like these and the people behind them who make a lasting impact every day.

04/22/2026

Your HSA is not just a healthcare tool—it is an estate asset.

3 Things to Know:

1. It is one of the most tax-efficient accounts available
Contributions may be pretax, growth is tax-deferred, and qualified medical withdrawals are tax-free.

2. It can quietly become a meaningful legacy asset
Unused balances roll over indefinitely and can accumulate significant value over time.

3. Who inherits it determines the tax outcome
Spouse beneficiaries maintain the tax advantages.
Non-spouse beneficiaries may face immediate taxation on the full value.

Why this matters:
Without proper beneficiary planning, one of the most tax-efficient assets you own can become one of the most tax-inefficient for your heirs.

Our perspective:
If you have an HSA, it should be intentionally coordinated with your estate plan—not treated as an afterthought.

→ Read the full perspective: https://www.lptrust.com/blog/your-health-savings-account-and-your-estate-plan-what-you-need-to-know/

Address

2 Neenah Center
Neenah, WI
54956

Opening Hours

Monday	7:30am - 4:30pm
Tuesday	7:30am - 4:30pm
Wednesday	7:30am - 4:30pm
Thursday	7:30am - 4:30pm
Friday	7:30am - 3pm

Telephone

(920) 967-5020

Website

http://www.lptrust.com/

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