Associated Investment Services Inc

Several senior trust and investment professionals from two large regional trust companies and a national private investment management company joined together in 2004 to form Legacy Private Trust Company. Today, we are among the region's most preferred, independently owned trust and wealth advisory firms. Legacy specializes in investment management services for individuals and families, professional service organizations, family-owned and managed businesses and philanthropic organizations. A premier service organization, Legacy delivers advice for enhancing, preserving and transferring wealth through financial, tax, estate and charitable planning. Our investment capabilities range from superior proprietary portfolio management, third party manager selection, to sophisticated risk management strategies. Strategic investment alternatives such as private equity funds, hedge funds and real estate offerings are also available. Legacy offers asset management to family owned businesses, foundations, endowments, public funds and retirement plans.

Fiduciary Partners Trust Company, based in Appleton, WI, is an independent trust company dedicated to building trusted partnerships with financial advisors and attorneys to ensure clients' futures and legacies are managed with integrity. With over 20 years of experience and $2 billion in assets under administration, the company specializes exclusively in personal trust administration and estate and trust settlement services. The firm's collaborative approach emphasizes local support and flexibility, ensuring clients receive the best care through expert administration. Upholding Midwest values of honesty and integrity, Fiduciary Partners Trust Company aims to provide peace of mind and foster lasting relationships with real people. Generated from the website

Fiduciary Partners Inc in Appleton is a privately owned and independent trust company that prioritizes superior client service through partnerships. They specialize in managing trusts and estates of any size with a focus on providing exceptional care and support to their clients. With a commitment to excellence, Fiduciary Partners Inc offers personalized trust and estate management services tailored to meet the unique needs of each client. Their dedication to building strong partnerships ensures that clients receive the highest level of service and support. Generated from their website's infomation