Legacy Trust hosts open house for new headquarters

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Legacy Trust Family Wealth Offices hosted an open house celebration last Thursday, Sept. 13 to welcome members of the community to its new headquarters at 4200 Marsh Landing Boulevard in Jacksonville Beach.

The business moved to the new location after 16 years of sharing a headquarters with other businesses in the Veranda building on A1A in Ponte Vedra Beach.

“It’s very exciting,” Legacy Trust Chairman and CEO Kristin McLauchlan said about the new office. “I always dreamed of a building with our name on it. I’m super excited to have it actually be a dream come true after 16 years.”

Dictated by growth, the move to the newly-named Legacy Trust building affords the company a larger office footprint with room to add staff — and easier highway access to accommodate clients, existing and new.

McLauchlan said the office was designed to be inviting and warm and to set the firm apart from others.

“We don’t want to look and feel like everybody else because we aren’t like everybody else,” she said. “I think being in this space that doesn’t feel like a bank, and it doesn’t feel like an investment management firm. It feels like, ‘Welcome to our living room. This is what we do. We’re going to cry with you. We’re going to smile with you. We’re going to work hard for you.’ And I think people really get that when they walk in the door.”

In addition, McLauchlan noted the layout of the new office ensures clients are met with in private spaces at the front of the office to maximize confidentiality. 

Overall, the Legacy Trust CEO said the move and new headquarters further enhances the credibility of the firm.

“It now feels like, ok we’re ready for people to know who we are, we’re ready to have our name out in the market place, we’re ready for a little bit more splash,” she said. “It’s been a good move so far.”