Attorney Mark Periard has joined Legacy Trust as the director of wealth management.

In his new role with the Grand Rapids investment and wealth-management services provider, Periard will be responsible for leadership of the firm’s client advisory team, while also advising Legacy’s Family Office clients.

“We are very fortunate to add someone of Mark’s expertise to our team,” said William Walker, president and CEO. “He brings a wealth of experience in estate planning and general business planning that will immediately benefit our clients and complement the skills of others at the firm. Mark has deep roots in West Michigan and is a proven and respected advisor in this market.”

Periard spent over 17 years with Warner Norcross & Judd LLP, one of the largest law firms in Michigan. Periard focused his practice on trusts and estate planning, wealth preservation, family business succession and governance, tax planning, trust and probate administration and related areas. In addition, he represented small businesses, including physician groups, and many physicians individually.  During his tenure with Warner Norcross, he chaired the firm’s Trusts and Estates Practice Group and also served on its Management Committee.

Prior to law school, he was a senior systems analyst for Anderson Consulting, now Accenture, in Chicago where he helped clients implement financial information systems.

Periard is a member of the West Michigan Estate Planning Council, American Bar Association and State Bar of Michigan, where he is a fellow. He lectures on estate planning topics and served as an adjunct professor in estate planning at Thomas Cooley Law School.

He has been named as one of the Best Lawyers in America for his work in trusts and estates.

Periard earned a bachelor of arts from Northwestern University in Evanston, Illinois and his juris doctor from the University of Michigan Law School.

About Legacy Trust

Legacy Trust is an independent, locally owned, Michigan-chartered bank that specializes in providing investment and wealth management services to individuals, families, foundations and non-profits in West Michigan.  Legacy Trust delivers highly customized financial and investment solutions tailored to meet the unique situation of each client.