Legacy Trust Re-Brands Company to Better Reflect Business Focus
Ponte Vedra (FL) Trust Company Hones In On Family Wealth Management As Market Niche
Ponte Vedra Beach, FL (PRWEB) August 30, 2010
Legacy Trust Company of Ponte Vedra Beach, FL announced today to clients and shareholders that it is re-branding the company to better align with its business focus. CEO Kristin McLauchlan told shareholders today that Legacy Trust Company will be known from this point forward as Legacy Trust Family Wealth Offices, staking its claim on the Multi-Family Office services corner of the wealth management industry.
In a conversation with shareholders this morning, McLauchlan stated, “While our roots as a trust company have allowed us to function as a Multi-Family Office, and we generally talk in terms of generational wealth, the new name better reflects our activities and our business focus.” She continued, “As a start-up we concentrated being all things to all people. We have now evolved to the point where we feel comfortable staking our true claim as unique in this market. In our geographic market, we are the only true Family Wealth Office. It is a mindset and an approach to families and their interests that make us unique. In an industry of giants and big brands, few of which stand out, focusing on the Family Office niche has allowed us to tell a different story and attract a different client. Although we intend to grow the business, we will remain small enough to give our clients the extraordinary service which they say defines us and is evident in our 98% client retention rate.”
McLauchlan concluded her comments, “A shift toward a more demonstrative name that invokes critical themes of the business is what we are looking for with the new name. At the same time, there is some brand recognition with the current name. We don’t want to detract at all from the years of credibility the company has built with clients, shareholders or the community, so we are not breaking ranks too far. We simply feel a subtle brand change is well timed and strategic, allowing the business to announce its ownership and leadership role in the Family Office corner of the financial market.”
Managing Director, Christopher “Kip” Zebroski, summed up the re-brand strategy by saying, “The brand promise is that Legacy Trust Family Wealth Offices provides integrated expertise of an investment company -- strategy, tax and estate planning, etc -- but our true value is being a family’s top-level, holistic financial guide, overseeing the entire financial landscape of our families. This allows our client families to accomplish not only their financial goals but their non-financial agendas as well.”
From investment management to paying bills to insuring appropriate philanthropic involvement, to educating children about family’s finances, Legacy Trust Family Wealth Offices provides the alignment of interests for current and future generations. By freeing clients from the burden of the daily administrative tasks of managing their own finances, they are in a better position to understand and control the more important aspects of their family’s financial future along with their non-financial family agenda. The result is that the clients will have time to focus on the big picture and enjoy the activities that are more important than keeping day-to-day tabs on the family assets. Our client families have earned the right to do what they enjoy. They enlist experts in charge of their health, their home and their golf games, why not have an expert in charge of their financial well being?
About Legacy Trust Family Wealth Offices
Legacy Trust Family Wealth Offices of Ponte Vedra Beach, FL is a boutique wealth management firm founded “by families, for families,” focusing on the preservation of generational wealth. The largest independent firm of its kind in Florida, Legacy Trust provides discerning families and foundations with an alternative to the standard services offered by institutional bank and brokerages. Legacy Trust offers its clients full concierge financial oversight and generational wealth management that includes estate planning, investment management, tax strategies and trustee services. For information, please call 904.280.9100 or visit www. legacytrustcompany. com.
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