# Legacy Trust Company

Legacy Trust Company is a Multi Family Office based in Jacksonville Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Jacksonville Beach, United States
- **Region:** North America
- **Address:** 4200 Marsh Landing Boulevard, Suite 100, Jacksonville Beach, FL 32250, United States
- **Founded:** 1984
- **Assets under management:** $4B (Altss estimate)
- **Website:** legacytrust.com
- **LinkedIn:** https://www.linkedin.com/company/legacytrust

## Regulatory record

- **CRD number:** 281257
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281257

## About

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 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.

## Sectors

- Private Equity
- Private Credit
- Real Estate
- Natural Resources
- Distressed & Turnaround

## People

- Rodney McLauchlan — Founder and Chairman
- Kristin McLauchlan — CEO and Chairperson
- Chord McLaughlin — Chief Investment Officer

## 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.

## Related profiles

- [Fondation Botnar](https://altss.com/profile/fondation-botnar)
- [Pioneer Private Wealth](https://altss.com/profile/pioneer-private-wealth)

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Last updated: 2026-06-28T22:08:52.014Z

Canonical page: https://altss.com/profile/legacy-trust-company

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