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Quan-Mac-social-media-sizedIn her new role with the Grand Rapids investment and wealth-management services provider, Mac will primarily be responsible for managing the anchor relationships of Legacy’s Family Office platform. She will provide thought leadership in the areas of investment, estate and income tax planning strategies while collaborating in the delivery of fiduciary, philanthropic and administrative services to the firm’s current and future Family Office clients.  Her arrival fulfills succession planning needs for existing and prospective clients.

Mac joins the executive management team of Legacy Trust and will also focus her efforts on developing new Family Office clients who will contribute to the continued growth of Legacy Trust’s Family Office practice.

“We are delighted to welcome Quan to the growing team at Legacy Trust,” said William Walker, president and CEO.  “She brings extensive experience in wealth administration and both public and private equity investment strategies suitable for the current and future needs of this highly specialized service unit.

“As we look to expand our Family Office platform, Quan will be instrumental in magnifying the depth and breadth of services we provide.  We feel many of our future opportunities will center on providing an institutional succession strategy for existing family offices throughout the region.”

Mac brings 17 years of investment management, family office and related experience to her new role with Legacy Trust.  Most recently, she served as director of global private equity for RDV Corp.

She also developed extensive investment consulting and asset management experience during her tenure at UBS Global Asset Management/Brinson Partners in Chicago, Merrill Lynch Private Client Group and Merrill Lynch Investment Managers, both in California, and Transamerica Insurance and Investment Group, also in California.

Active in the community, Mac serves as immediate past president of the Westminster Presbyterian Church Board of Trustees. She is a member of the boards of both the Student Advancement Foundation of Grand Rapids and the Grand Valley State University Portfolio Management Class.  She is also a member of the Northwestern University Council of 100.

Mac received her master’s degree from the University of Chicago Booth School of Business and her bachelor’s degree from Northwestern University.

A native of Grand Rapids, Mac now resides in Ada with her husband, Gaëtan Gerville-Réache, and their three children Camille, Tristan and Elise.

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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