LEGACY TRUST COMPANY
JACKSONVILLE BEACH, FLORIDA

Legacy Trust Company, established in August 2002 by a group of wealthy individuals dissatisfied with traditional banking and brokerage services, stands as a pioneering family office providing comprehensive financial management tailored to clients' unique needs. The firm differentiates itself through its client-centric approach, ensuring objective transparency in investment management akin to boutique firms but devoid of large institutional drawbacks. Initially catering to select affluent demographics in Northeast Florida, Legacy Trust has grown significantly since inception to become the state's largest independent multi-family office. Recognized consistently by Florida Trend’s lists, the firm exemplifies industry leadership through robust year-over-year growth across critical metrics: assets under management, employment, and investment performance. Legacy Trust operates as a sophisticated Family Office for individuals, families, and foundations seeking integrated services encompassing tax strategies, estate planning, wealth management, trustee services, and investment strategies. By facilitating consolidated monitoring and reporting, the firm tailors unique plans emphasizing the preservation and legacy of clients' assets across generations. The company’s commitment goes beyond financial stewardship to active community involvement, providing substantial resources to charitable organizations. Unlike profit-driven firms reliant on commissions or sales incentives, Legacy Trust's independence ensures fiduciary integrity solely focused on client interests. Led in Jacksonville Beach, Duval County, Florida, by founder Kristin McLauchlan since 2002 alongside directors Rodney A. Mclauchlan and Kristi B. Uhland, the company has made significant strides under her visionary leadership. The firm operates out of 4200 Marsh Landing Boulevard, Suite 100, Jacksonville Beach, FL, reachable at (888) 739-7411 or its official website [legacytrustcompany.com]. With a rich history since filing in July 2002 and notable growth milestones, Legacy Trust continues to deliver unparalleled service commitment rooted in personalized expertise.