Legacy Trust Family Wealth Offices

Overview

Legacy Trust combines personalized family-office service with investment management, financial planning, legacy planning, estate and trust management, lifestyle management, aging advocacy, family meetings, and foundation and endowment support.

The firm reports that it does not receive commissions or sell products. Its compensation is based on assets it manages.

History

Legacy Trust Company was founded in August 2002 by individuals seeking a more personal approach to wealth management and trustee services.

Legacy Trust Company is listed as an active Florida profit corporation in the Florida Division of Corporations registry.

Leadership

- Kristin McLauchlan, Chief Executive Officer - Rodney McLauchlan, Chairman of the Board - Chord McLaughlin, Chief Investment Officer - Kristi Quick, Chief Administrative Officer - Natalie Johns, Chief Family Strategy Officer

Services

Legacy Trust develops integrated plans covering investment, tax, estate and legacy planning, with ongoing monitoring of each family’s overall situation.

Its investment management process combines personalized family-office service with institutional portfolio construction, global diversification, valuation analysis, active managers, and passive index solutions.

The firm offers family legacy and estate planning focused on wealth transfer, family dynamics, philanthropic strategies, and each family’s mission and vision.

Lifestyle management includes cash-flow and bill-payment management, coordination with CPAs, insurance reviews, and support related to long-term care and aging.

Legacy Trust provides financial education for future generations through its Investing 101, Investing 201, and Financial Responsibility curriculum.

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance

Client Focus

Legacy Trust reports serving a select group of individuals, families, and foundations in Northeast Florida and across the country.

Approach

The firm’s model brings personalized family-office service together with institutional investment practices. Its planning process integrates investment, tax, estate, and legacy considerations while monitoring each family’s broader circumstances over time.

Legacy Trust also reports an asset-based compensation model without commissions or product sales.

FAQs

Related resources

• LocationMultifamily offices in Florida

  This Florida directory helps compare family wealth offices by location and service scope. A family in Jacksonville Beach or elsewhere in Northeast Florida can use it to identify firms offering investment management, planning, administration, and family education for individuals, families, or foundations.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, estate taxes, and related decisions. These materials can help a business owner or family prepare questions about estate planning, philanthropy, succession, and family governance when evaluating an office relationship.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides lists of family offices and investors for broader market research. A family considering outside advice can use the databases to understand how other offices are structured, identify relevant investor networks, and compare potential service needs across regions.

• GuideWhen does a family need its own office

  This guide explains situations in which a family may benefit from establishing or organizing a dedicated office. It can help owners assess whether needs such as bill pay, risk planning, tax coordination, education, and family decision making have become too complex for informal arrangements.

• Similar firmsLegacy Family Office, LLC
  Element Pointe Family Office
  Adi Dassler International Family Office

  These profiles offer comparison points for Legacy Family Office, LLC, Element Pointe Family Office, and Adi Dassler International Family Office. Reviewing their listed services and client focus can help a prospective client frame questions about investment oversight, planning, administration, and family governance when comparing providers.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.