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Legacy Trust renews sponsorship with Nationwide Tour

Nationwide Tour President, Bill Calfee, announced that Legacy Trust Family Offices will again be the Official Family Wealth Office of the Winn-Dixie Jacksonville Open (WDO) presented by Planters, being held Oct. 20-23 on Dye’s Valley Course at the TPC Sawgrass.

Legacy Trust will use its relationship with the WDO to launch its 10th anniversary celebration. On Friday evening, the firm will host its clients and business partners to a private reception at the TPC clubhouse to enjoy a dinner in their honor and have a birds-eye view of that night’s concert, featuring RCA Nashville Recording artist, Jake Owen. In addition to the 10th anniversary event, the company’s logo will be seen on each of the scoreboards throughout the event. Legacy Trust will use tickets to the tournament to entertain its clients and also donate some of them to the charities it supports.

Kristin McLauchlan, chairman & CEO of Legacy Trust stated, “We were thrilled with the first year response the tournament received last year. The reasons for renewing are as compelling today as they were last year — the tournament’s commitment to area charities. Part of what we do is help our clients develop their philanthropic plans, and our philosophy is that we should take a leadership role in the community from a corporate giving perspective.”

McLauchlan continued, “It is our responsibility to support cultural and sporting events that can help our community prosper. The Winn-Dixie Jacksonville Open presented by Planters gained a lot of momentum last year, and as it continues to make an impact in our community, we want to continue being part of it.”

One of only a few local companies to sponsor the event, 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.

“Winn-Dixie is excited to have Legacy Trust continue with us,” said Winn-Dixie Chairman Peter Lynch. He added, “Having a company of Legacy Trust’s caliber continuing to be in our corner tells us we are doing something right. We share that philanthropic DNA as part of our corporate cultures, and they bring a lot to the table as a local, knowledgeable firm.”

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