The Michigan-based investment and wealth manager has handed the role to a trusts lawyer.

Legacy Trust has appointed Mark Periard as director of wealth management. 

Periard joins after more than 17 years with law firm Warner Norcross & Jude, where he chaired the trusts and estates practice group and served on the management committee. He focused his practice on trusts and estate planning, wealth preservation, family business succession and governance, tax planning, trust and probate administration and related areas. He is also a member of the West Michigan Estate Planning Council, American Bar Association and State Bar of Michigan. 

In his new role, Periard will lead the firm’s client advisory team, while also advising Legacy’s family office clients. This publication is awaiting confirmation on whether Periard replaces someone and will update accordingly.

“We are very fortunate to add someone of Mark’s expertise to our team,” said William Walker, president and chief executive. “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.”