About Legacy Trust

At Legacy Trust, we concentrate on three things — you, your family and the generations that follow. Each family is unique and your wealth management strategy should be the same. That’s why we remain an entirely independent trust-only bank. This independence means we can craft a solution focused around your unique circumstances.

Services are provided by a local team of professionals dedicated to your success. Our team members average 20 years of wealth management experience and hold industry-leading accreditations and certifications.

It’s our mission to create lasting legacies by providing trusted advice and support that reduces the burden and worry of financial decisions.

The Legacy Difference

Personalized Planning

We recognize that there are no one-size-fits-all solutions when it comes to wealth planning, and we personalize our offerings and recommendations to meet each client’s needs.

Unbiased Advice

Unlike our competitors, we won’t recommend any products or services that aren’t in your best interest.

Local Decision Making

Our experienced advisors are empowered to provide fast and convenient decisions and our highly respected Board of Directors provide oversight and governance locally.

Independent Trust Banking

Legacy Trust and its team members are held to The Fiduciary Standard – an essential foundation of trust, integrity and transparency.

Safety & Soundness

As a bank, we are held to strict Capital Adequacy standards that we exceed in addition to holding comprehensive coverage for errors and omissions and fidelity bonding.

Fiduciary Responsibility

As fiduciaries, our relationships are held by the highest level of trust, ethical and legal standards. Your family will be guided through life’s transitions and will never be forced to turn elsewhere in the event of your death or incapacity.

Active Investment Management

We design, implement and manage sophisticated investment portfolios for our clients with an emphasis on fundamental research and active management.

Professional Cooperation

We respectfully work with other professional advisors, including personal or business attorneys, accountants and insurance representatives, to provide the best possible solutions for our clients.

Our Legacy

William Walker and Robert Prevette founded Legacy Trust with a vision of delivering unparalleled wealth planning counsel with truly personal client service.

For Bill and Bob, meaningful client connections were both a benefit of the job and a bridge to understanding and fulfilling the needs of everyone who walked through the doors. Whether it was alleviating the burden of managing wealth, securing a family legacy for future generations or navigating a challenging trust, Bill and Bob provided sound advice while creating relationships with clients that were enhanced by the local nature of their firm.

They also believed in remaining steadfastly independent in their recommendations. To that end, they chose to create Legacy Trust as a chartered trust bank, which holds us to the highest standard of fiduciary responsibility, compliance and governance by a local board of directors. To this day, the entire management team and Board of Directors reside in West Michigan, ensuring decisions are made locally and never handed down by remote corporate officers.

Today, the principles Bill and Bob established provide a solid foundation for Legacy Trust. Each and every relationship is important to us because helping you establish your legacy is part of our own.

Dedicated to Our Team. Dedicated to You.

best-and-brightest

Empowering our team members to offer the highest quality, independent financial advice is the key to building great legacies — yours and ours. We’re proud to be recognized as one of West Michigan’s Best and Brightest Companies to Work For®.

Contact Us

99 Monroe Ave, NW
Suite 600
Grand Rapids, Michigan 49503

616.454.2852
Fax: 616.451.3312
info@legacygr.com

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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