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Legacy Trust Company
Legacy Trust Company was established in 1984 by Rodney McLauchlan. The firm grew from the McLauchlan family's investment-banking and wealth-management...
Legacy Trust Company
Legacy Trust Company was established in 1984 by Rodney McLauchlan. The firm grew from the McLauchlan family's investment-banking and wealth-management experience and now advises multiple families on investment, tax, estate and philanthropic planning. The firm allocates across private equity, private credit, real estate, natural resources and distressed situations. Founder and Chairman Rodney McLauchlan personally serves on the board of AirPro Diagnostics and as an advisory board member of Paper Excellence. Geographic focus remains North America with additional exposure in Brazil and China. The firm does not run a direct-deal program and instead partners with established external managers. The firm employs an unspecified number of professionals and maintains its headquarters in Jacksonville Beach. It supports philanthropic vehicles including the First Coast YMCA, Ronald McDonald House Charities of Jacksonville, the Monique Burr Foundation for Children and The Bolles School. No operational events from the last 24 months appear in available records. The McLauchlan family maintains direct ownership and operational control, with Chord McLaughlin serving as CIO. This family-led structure distinguishes the firm from larger multi-family offices that have transitioned to external professional management.
General information
Firm type
Multi Family Office
Year founded
1984
Location
Region
North America
Country
United States
City
Jacksonville Beach
Corporate office
4200 Marsh Landing Boulevard, Suite 100, Jacksonville Beach, FL 32250, United States
Principals
Rodney McLauchlan
Founder and Chairman
Kristin McLauchlan
CEO and Chairperson
Chord McLaughlin
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Legacy Trust Company?
Rodney McLauchlan serves as Founder and Chairman. Kristin McLauchlan holds the roles of CEO and Chairperson. Chord McLaughlin acts as Chief Investment Officer.
Does Legacy Trust Company participate in fund commitments or only direct deals?
The firm operates an open-architecture platform and selects third-party managers. It does not maintain a direct-deal program.
Which asset classes does Legacy Trust Company target?
Allocations include private equity, private credit, real estate, natural resources and distressed situations. Confirmed positions span buyout, distressed and growth equity stages.
Where does Legacy Trust Company maintain its headquarters?
The firm is headquartered at 4200 Marsh Landing Boulevard, Suite 100, Jacksonville Beach, Florida.
What philanthropic structures are associated with Legacy Trust Company?
The firm supports the First Coast YMCA, Ronald McDonald House Charities of Jacksonville, the Monique Burr Foundation for Children and The Bolles School.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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