In In The Community

Legacy Trust stands apart from other firms in our industry in many ways. We are particularly proud of our local roots and our collective commitment to the community.

As a firm, we are an active community partner, investing in the arts, education and the environment. Beyond our financial investments, we host staff volunteer days – raking leaves in the wallaby and bear enclosures at John Ball Zoo is just one example.

Individually, our team members invest their time and talent in many of the community institutions that make West Michigan a great place for all of us to work and live. In fact, Legacy Trust employees volunteer with, serve as board members for and contribute to nearly 40 nonprofits and educational institutions in West Michigan.

On a personal level, last year I was honored to be appointed board chair for John Ball Zoo. I have been involved with the Zoo for over ten years, and it has always been a magical place where families can come together. It provides a fun, exciting and educational experience for all ages, and it is a treasured organization within our community that supports conservation and accessibility to all.

We all understand that commitment to community is a core value for our members, and we seek to live that through our actions and engagement. Being engaged in the community allows our team to expand our professional networks and create new opportunities for business development – plus it makes our work culture more fulfilling.

To be our best, we must generate a level of trust with clients and the community that extends beyond the financial world. The things that matter most to our clients – our cities, neighborhoods, parks, education and the arts – matter to us, as well. We are honored to serve as community stewards. That will always be part of our legacy.


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.

You are leaving the Legacy Trust website

Legacy Trust makes no representation concerning nor is it responsible for the quality, content, nature, or security of any hyperlinked site. This link is provided as a convenience and does not imply any investigation or endorsement of the site.


Do not send sensitive information over email. If you need to communicate sensitive information, please call us at 616.454.2852


The views expressed on Linkedin do not necessarily reflect the views of Legacy Trust