Items Tagged with 'Legacy Trust'

ARTICLES

Charitable giving strategies for 2018

March 9, 2018
The annual process that we all face as taxpayers is now underway — pulling together documents to file your federal, state and local tax paperwork. Read More

Investing in 2018: Will the markets keep rolling?

January 5, 2018
The bull market that has been running for nearly nine years reached new heights in 2017. Read More

Tax reform generates uncertainty

Advisers say short- and long-term effects are hard to know; nonprofits fear decline in charitable giving.

December 29, 2017
Many analysts are saying the 495-page tax bill signed into law Dec. 22, the first significant tax reform passed since 1986, is so complex it’s hard to predict what will happen next. Read More

Legacy Trust appoints CEO and executive team

September 14, 2017
A local private trust bank has named its new CEO and executive leadership team. Read More

Firm names director of wealth management

November 29, 2016
An investment firm in town has named an attorney its new director of wealth management. Read More

Parental predicament: Save for retirement or pay for college?

Tuition increases make it important to plan financially.

August 19, 2016
(As seen on WZZM TV 13) All across the nation, college tuition prices continue to rise, and the state of Michigan is no different. Read More

Inside Track: Connections at heart of Legacy Trust

William Walker values the art of service — and works in the service of art.

August 12, 2016
William Walker founded wealth management firm Legacy Trust in Grand Rapids at a time when many small financial institutions had already been devoured by larger regional or national franchises and more were soon to follow. Read More

Q&A: Quan Mac

May 3, 2016
Quan Mac is responsible for managing the anchor relationships of Legacy Trust’s Family Office platform and is a member of the firm’s executive management team. Read More

Change Ups: Legacy Trust showcases modern workspace

February 27, 2015
Legacy Trust now enjoys a modern work environment, thanks to Custer's design, furnishings and technology divisions. Read More

Legacy Trust moves to new downtown location

It will have double the space at 99 Monroe Ave. in Grand Rapids.

June 27, 2014
Fueled by growth demands, Legacy Trust has signed a long-term lease for new office space at 99 Monroe Ave. NW that will double its footprint in downtown Grand Rapids, compared to its current headquarters at 300 Ottawa Ave. NW. Read More