Legacy Trust Company

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Legacy Trust Company Overview

Type

Multi Family Office

Year Founded

1984

General Information

Legacy Trust Company is a multi-family office headquartered in Jacksonville Beach, United States. Founded in 2002, the firm grew from the McLauchlan family’s investment-banking and wealth-management experience, and now advises multiple affluent families on investment, tax, estate and philanthropic planning and tailored reporting. It aligns fiduciary trust services with multi-generational objectives—provides discretionary wealth management and trustee services.

Contact Information

Website:

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Houston, FL, United States

Portfolio & Notable Allocations

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