In News

Contact: Bill Walker
Legacy Trust, 616.454.2852
Mary Ann Sabo
Sabo Public Relations, 616.485.1432

Legacy Trust Signs Long-Term Lease for New Office Space
Firm Remains in Downtown Grand Rapids, Doubles Footprint at 99 Monroe

Grand Rapids, Michigan, June 30, 2014 – Fueled by growth demands, Legacy Trust has signed a long-term lease for new office space that will double its footprint in downtown Grand Rapids and provide a more collaborative work environment for its expanding team.

The investment and wealth management provider has begun the initial build out of the 14,000 square feet of space that comprises the sixth floor of 99 Monroe Ave. NW, which is own by Chicago- and Grand Rapids-based Franklin Partners. Legacy Trust expects to move its 17-member team into the new space by Sept. 1 – just in time for ArtPrize 2014.

Franklin Partners purchased 99 Monroe in 2012 and has spent two years – and more than $4.5 million – on a renovation that updates common areas, entrances and connecting skywalks, as well as building mechanicals. William Walker, president and CEO of Legacy Trust, which is celebrating its 10th anniversary this year, said the result is “pure Class A space” that wowed his team.

The building, which houses a popular Panera Bread location on the ground floor and numerous other amenities, has attracted several new tenants over the last year, including Worklab by Custer, the Wege Foundation, the W.K. Kellogg Foundation and Gruel, Mills, Nims & Pylman PLLC.

“We are incredibly pleased to be the newest tenant in 99 Monroe,” Walker said. “We moved into our current space when we launched the business a decade ago and have now outgrown it. We wanted to find an exceptional space that would allow us room to continue growing for the next 10 years – and we did.

“There was a strong consensus among our team that our business belongs in downtown Grand Rapids where we can support the city and its business community. Having the ability to design the space exactly the way we want will accommodate our emerging family office practice as well as offering more innovative workspace that will benefit all our clients and our team. We are looking forward to moving in.”

Walker credited Chip and Bill Bowling of XVentures for identifying the property and successfully negotiating a 10-year lease. Rockford Construction will serve as the general contractor for the project with Concept Design providing architectural and interior design support. Custer Inc. will provide all of the new office furnishings.

But it was the ability to build the space out from its “white box” condition that intrigued Walker most.

“Concept Design is developing a floorplan that will allow us to have a more open and collaborative space,” he explained. “Various team members in fiduciary, investment, administrative and support roles will be able to work together more easily in an environment that will encourage connectivity and creativity.”

The new space will also house Legacy Trust’s family office practice, providing dedicated office space – and enhanced confidentiality and discretion – for clients.

Legacy Trust continues to celebrate its 10th anniversary with a yearlong series of special events, client gatherings and volunteer activities. Launched on Feb. 4, 2004, Legacy Trust is one of West Michigan’s only chartered banks focused on providing investment and wealth management services to individuals, families, foundations and non-profits. The firm offers highly personalized financial solutions tailored to meet the unique family situation of each client and exceptionally responsive client service.

The firm is also celebrating the fifth year of the Legacy Trust Award Collection, a statewide competition open to adult artists with disabilities that enables them to enter ArtPrize. In May, a record 88 artists from across Michigan displayed paintings, sculpture, fiber art, photography, drawings, glass and other types of art during a two-day art show at the Grand Rapids Art Museum. The work of the four winning LTAC artists will be displayed at DeVos Place during ArtPrize this fall.

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. For more information, visit us at

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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.


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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