
Private Banking at Legacy Bank is the old-fashioned way of banking where bankers know you and have the knowledge, as well as authority, to get things done.
Legacy Bank's private bankers are a dedicated team of proven professionals. They are responsible for the development and the delivery of innovative wealth planning strategies to our affluent clients. Our unparalleled private banking team can provide you with wealth management services and expertise in the areas of financial planning, trust planning, loan acquisition, tax planning, estate planning, risk management and philanthropy - all customized and tailored to meet your specific individual financial and personal goals. Our priority is to understand what's important to you, and to bring creative financial strategies to you to maximize those priorities.
Many clients have found that it does not cost more to bank with us. By simply consolidating your low earning deposit balances in other institutions to Legacy Bank, it allows us to provide Relationship Pricing as well as the People and Exceptional Services you deserve.
The Private Banking Services Chart lists our four service areas --- Traditional Banking, Investment Management, Wealth Planning and Business Planning. The client is focused at the center of these with the Private Banker quarterbacking the relationship.
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