Legacy Trust Family Wealth Offices

Legacy Trust Family Wealth Offices Family. It’s at the root of our name and our philosophy. That could be because many of them are. That means we are free to always place your best interests first.

We provide for our client families the guidance, leadership and attention to detail to simplify their financial lives, grow their assets and insure that their future generations are prepared and provided for. Have you ever suspected that the financial services companies you do business with are more interested in increasing their net worth than yours? They may earn commissions on trades or for sel

ling certain investments. Or they may receive bonuses based on how much new business they generate — instead of how well they serve existing clients. Unlike these companies, Legacy Trust is fully independent and objective. Our sole source of compensation is based on the assets we manage on your behalf. We have no financial incentive to push certain products or generate transactions, and no corporate headquarters pressuring us to increase sales and profit margins. In fact, as your fiduciary agent, we are not only morally but also legally required to do so. We answer to you, and only to you.

We are so grateful to be able to support Gabriel House of Care and all that they do to!
12/19/2025

We are so grateful to be able to support Gabriel House of Care and all that they do to!

09/29/2025

🌟 Just 6 days to go until the Gabriel House Golf Tournament! Today, we're grateful for our Gold Sponsors: Legacy Trust Family Wealth Offices, Mayo Clinic, Batson-Cook Construction, Whiting-Turner, and Fickling Construction, Inc.! Your incredible support helps us continue offering lodging, meals, and programs that bring healing and hope to our guests. 🏡✨

🇺🇸 Today we Honor & Remember.On this day, we pause to reflect on the lives lost, the bravery of first responders, and th...
09/11/2025

🇺🇸 Today we Honor & Remember.
On this day, we pause to reflect on the lives lost, the bravery of first responders, and the strength of our nation. May we never forget the sacrifice and unity that continues to inspire us.

Cheers to 23 years! 🎈🧁We celebrated Legacy Trust’s 23rd Anniversary with balloons, cupcakes, and our favorite “Establish...
09/09/2025

Cheers to 23 years! 🎈🧁

We celebrated Legacy Trust’s 23rd Anniversary with balloons, cupcakes, and our favorite “Established in 2002” hats. Here’s to the next chapter! 🎉

Happy Labor Day! 🌟 May your day be filled with relaxation, laughter, and a chance to recharge. Stay safe, enjoy the mome...
09/01/2025

Happy Labor Day! 🌟 May your day be filled with relaxation, laughter, and a chance to recharge. Stay safe, enjoy the moment, and celebrate the hard work that makes a difference every day. 🙌

Today, we pause to remember and honor the brave men and women who have made the ultimate sacrifice in service to our cou...
05/26/2025

Today, we pause to remember and honor the brave men and women who have made the ultimate sacrifice in service to our country. Their courage and commitment to protecting our freedoms will never be forgotten.

Wishing you a blessed Easter from all of us at Legacy Trust! 🐣🐰💐🐇
04/20/2025

Wishing you a blessed Easter from all of us at Legacy Trust! 🐣🐰💐🐇

Speaker Spotlight: Rodney A. McLauchlan – Chairman, Board, Legacy Trust Family Wealth OfficesI’m honored to join IPS 202...
04/12/2025

Speaker Spotlight: Rodney A. McLauchlan – Chairman, Board, Legacy Trust Family Wealth Offices

I’m honored to join IPS 2025 as a speaker and represent Legacy Trust Family Wealth Offices. With decades of experience in family wealth management and real estate investments, I’ve seen firsthand how thoughtful strategy, risk mitigation, and long-term planning can shape and sustain generational wealth.

As part of the Family Offices Investments in Real Estate interview, I’ll be sharing insights into how family offices approach today’s real estate markets—not just to generate returns, but to create lasting impact across generations.

I look forward to connecting with others who are passionate about legacy, stewardship, and smart investing.

Legacy's Perspective: Newly Proposed TariffsCLICK HERE TO READ FULL COMMENTARY https://static1.squarespace.com/static/59...
04/07/2025

Legacy's Perspective: Newly Proposed Tariffs
CLICK HERE TO READ FULL COMMENTARY

https://static1.squarespace.com/static/59d659e251a5847611759e8d/t/67f0168696bc7705c5404706/1743787654743/2025.4_Navigating+Uncertainty%2C+Tariff+Announcements.pdf

Charts that Matter 📊Economies of TradeWhile tariffs do pose an uncertainty to growth, viewing them in isolation may miss...
04/01/2025

Charts that Matter 📊
Economies of Trade
While tariffs do pose an uncertainty to growth, viewing them in isolation may miss the bigger picture. It is important to understand the nature of different global economies and their trade dependencies.

The U.S. is the largest importer in the world (1st chart below) (i.e. drives revenues for other countries), BUT the U.S. is also the most self-sufficient (2nd chart below), which can help can growth relatively well-insulated.

We love supporting organizations that are making such an incredible impact in our community!
03/27/2025

We love supporting organizations that are making such an incredible impact in our community!

Address

4200 Marsh Landing Boulevard, Suite 100
Jacksonville Beach, FL
32250

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19042809100

Website

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