AN INVESTMENT FIRM…

Legacy Trust provides a full-range of financial services and advice to families of significant wealth that would otherwise be handled by multiple companies or people. Managing the assets for this select group of individuals, families and foundations has allowed us to grow into the largest independent firm of our kind in the state.

VIEW MORE

DOING UNIQUE THINGS…

Legacy Trust is a multi-family office proving an integrated financial planning solution based on independent, big-picture understanding of our client-families’ investment, tax and estate planning needs.
 With a fiduciary duty to our clients, we take time to understand their past, present and future. We develop long term financial strategies against which our performance is measured.

VIEW MORE

A UNIQUE WAY.

Legacy Trust created a new model: a long-range multi-generational and deeply personal approach to legacy planning. We are neither brokers nor financial planners. We are a client-centered firm providing comprehensive oversight from investment management to legacy planning in which objectivity and transparency and the needs of our clients – not of our firm – are paramount.

VIEW MORE
If you’re a client or a friend of the firm, log in here for proprietary resources
Web.com Tour Championship: Uncle Kracker Concert

Web.com Tour Championship: Uncle Kracker Concert

Nothing like good food, good friends and awesome cars! We gathered at Amelia Island with a small group of clients to drive Maseratis, Lamborghnis and McClarens.
Visit Our Events Page
98

Clients Retained %

62

Client Families

LEGACY TRUST CASE STORIES

Most people call these Case Studies. We like Case Stories because it’s more accurate.

Our clients aren’t studies or subjects; they each have a story, and each is unique and special to them. We chose the stories below because they’re the ones that seem to be relevant to the most people. Maybe you’ll see yourself in there somewhere. And even if you don’t, you’ll get a good understanding of what we do.

Newly Retired Executive

Newly Retired Executive

Personal Snapshot
– Married high school sweetheart
– Two grandchildren in college
– Unpretentious and down to earth
– Love good food and great wine
more
Recently Widowed

Recently Widowed

Personal Snapshot
– Late 50’s
– Three kids and nine grand children
– She’s philanthropic & family comes first
– Supports the schools she attended
more
Entrepreneurial Success

Entrepreneurial Success

Personal Snapshot
– Grew up in a poor family
– Worked his way through college
– Went to work to support his own family
– Graduated, job with a Fortune 500
more

MEET THE TEAM

Like our clients, our team is unique, too. We bring to your family a collection of experience and expertise different from perhaps any similar firm in the country. We are intentionally a small group because it allows everyone to be familiar with our clients’ goals and needs. At the same time, each of us has the resources and the contact lists to go far beyond what you might see here. We are a collection of caring, passionate people who provide the talent to accomplish anything on your behalf. Meet us here, then meet us in person.

KRISTIN D. McLAUCHLAN

CHAIRMAN & CEO

RODNEY McLAUCHLAN

MEMBER, BOARD OF DIRECTORS

KRISTI QUICK

CHIEF FINANCIAL OFFICER

MARTY FLACK

DIRECTOR, RELATIONSHIP MANAGEMENT

SUSAN TRONTI

ASSOCIATE DIRECTOR, RELATIONSHIP MANAGER

HOLLY TYRRELL

ASSOCIATE DIRECTOR, RELATIONSHIP MANAGER

WHAT CLIENTS SAY