The Legacy Trust team includes credentialed and experienced trust, estate planning and wealth management professionals. They possess a broad range of expertise, having worked in senior management roles with large and small financial services firms. As part of our ongoing commitment to ensure that the needs of the client are always paramount, we continually expand our expertise through participation in professional seminars and training programs. Our professionals are also members in regional and national trust and banking organizations.
Kristin
D. McLauchlan Chairman/CEO
As the company’s founder and visionary, Kristin McLauchlan
leads Legacy Trust Family Wealth Offices in its efforts to consistently
deliver the highest level of service and quality to its
families. Under her leadership, the company has emerged
as the only North Florida based Multi-Family Office for
families with multi-generational wealth. Her primary focus
is creating a differentiated offering to the ultra affluent
including growth and strategic planning, corporate culture
and new services. Kristin’s focus remains on building the
company through client relationships and new offerings,
with particular emphasis in trust and estate tax strategies,
family foundations and overall family wealth planning.
Kristin has been involved in trust and investment services
since 1990, when she served as first vice president and
trust officer of SunTrust Bank, North Florida. During this
time she managed the trust and investment services for the
Bank’s most affluent market.
Kristin currently serves on the Ronald McDonald House Board
of Directors, and is active with The Bolles School and the
Art with A Heart program for children. Ms. McLauchlan holds
a degree in Economics from the University of Michigan and
is a graduate of the Florida Bankers Association’s Graduate
Trust School.
Christopher
R. “Kip” Zebroski Managing Director
As the Managing Director of Legacy Trust Family Wealth Offices,
Christopher “Kip” Zebroski leads Legacy in its efforts to
deliver a differentiated offering to the ultra affluent.
Kip also serves on the Executive Committee and Investment
Committee where he leads the integration of Legacy Trust’s
investment capabilities with its trust service offering.
Before joining Legacy to implement an innovative investment
platform, Kip started his financial career in Boston with
CGM Funds and Cypress Tree Investments. He then moved to
Florida to pursue a position as Regional Vice President
with Manulife Wood Logan, the institutional arm of Manulife
Financial, known domestically as John Hancock. In this position
he worked with financial managers across the southeast,
developing and implementing investment strategies for their
clients. Kip has held the NASD Series 6, 7, 63 and 65 licenses.
Born in Stamford, CT, Kip is a graduate of Hartwick College
in Oneonta, NY with a B.A. in Political Science. Kip currently
resides in Ponte Vedra Beach with his wife Sarah and 4-year-old
son James.
Steve
Griffis CFP/Directorr
As Director of Legacy Trust Family Wealth Offices, Steve
Griffis is responsible for building relationships and generating
organic growth with Legacy Trust’s high net worth clients,
centers of influence and industry contacts. His investment
acumen, professionalism, and experience have been key factors
in the development of a strong client base at Legacy Trust.
Using his in-depth investment knowledge and ability to communicate
investment concepts, he develops investment plans and implements
overall wealth strategies for Legacy Trust clients.
Steve began his career at The Federal Reserve
Bank, holding several key management positions in payment
systems and member bank relations. He has also worked at
First Union Bank and at Sun Trust Bank in the Trust and
Investment Services areas providing investment and trust
services to the bank’s high net worth client base.
Steve earned a Bachelor of Science degree
in Economics from Florida State University, and received
a Masters of Business Administration from the University
of North Florida. He holds the Certified Financial Planner
(CFP) designation, and has previously held the Series 7,
63, and 65 licenses. He is an Honors Graduate of the Florida
Bankers Association Graduate Trust School, achieving the
CTFA designation. Steve is an active member of the Rotary
Club of Ponte Vedra Beach, and its former Treasurer.