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    Legacy Trust Family Wealth Offices

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    Description

    • 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? That could be because many of them are. They may earn commissions on trades or for selling 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. That means we are free to always place your best interests first. 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.
    • location

      Headquarters:4200 Marsh Landing Boulevard , Jacksonville Beach, Florida, United States

      More
    • Legacy Trust Family Wealth Offices phone

      Phone Number: +1 904-280-9100

    • Legacy Trust Family Wealth Offices website

      Website: https://www.legacytrustcompany.com

    • Legacy Trust Family Wealth Offices employees

      Employees:10

    • Legacy Trust Family Wealth Offices revenue

      Revenue:$10 - 50M

    • Legacy Trust Family Wealth Offices legal name

      Legal Name:Legacy Trust Family Wealth Offices

    • Legacy Trust Family Wealth Offices's Social Media

      Legacy Trust Family Wealth Offices linkedin Legacy Trust Family Wealth Offices facebook
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Legacy Trust Family Wealth Offices

    Kristin Mclauchlan

    Founder, Chairman, Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Kristi Quick

    Chief Financial Officer

    Rodney Mclauchlan

    Founder And Board Member

    Marty Flack

    Director And Relationship Manager

    Chord Mclaughlin

    Portfolio Manager

    Frequently Asked Questions regarding Legacy Trust Family Wealth Offices

    • Where are Legacy Trust Family Wealth Offices's Headquarters?

      Legacy Trust Family Wealth Offices's Headquarters are in 4200 Marsh Landing Boulevard ,Jacksonville Beach,Florida,United States

    • What is Legacy Trust Family Wealth Offices's phone number?

      Legacy Trust Family Wealth Offices's phone number is +1 904-280-9100

    • What is Legacy Trust Family Wealth Offices's official website?

      Legacy Trust Family Wealth Offices's official website is https://www.legacytrustcompany.com

    • What is Legacy Trust Family Wealth Offices's Revenue?

      Legacy Trust Family Wealth Offices's revenue is $10 - 50M

    • What is Legacy Trust Family Wealth Offices's NAICS code?

      Legacy Trust Family Wealth Offices's NAICS code is 523930

    • How many employees are working in Legacy Trust Family Wealth Offices

      Legacy Trust Family Wealth Offices has 10 employees

    • What is Legacy Trust Family Wealth Offices's Industry?

      Legacy Trust Family Wealth Offices is in the industry of Investment Management

    • Who is Legacy Trust Family Wealth Offices's CEO?

      Legacy Trust Family Wealth Offices's CEO is Kristin Mclauchlan

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