In News

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.

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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