Legacy Trust Family Wealth Offices Takes Key Sponsorship Position in Jacksonville Area Nationwide Tour™ Golf Event

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Winn-Dixie Jacksonville Open presented by Planters welcomes company as Official Family Wealth Management Firm

It was announced on September 15 by Nationwide Tour officials that Legacy Trust Family Wealth Offices of Ponte Vedra Beach will be the Official Family Wealth Management Firm of the Winn Dixie Open. L to R: Nationwide Tour President Bill Calfee, Legacy Trust Chairman and CEO Kristin McLauchlan, Winn Dixie CEO Peter Lynch and Legacy Trust Managing Partner Kip Zebroski at the TPC Clubhouse. The tournament will be played on Dye's Valley Course at the TPC the weekend of October 21, 2010.

“Winn-Dixie is excited to have Legacy Trust join the team. We are thrilled to have a company of Legacy Trust’s caliber step up and sponsor this event." Peter Lynch, Winn-Dixe CEO

When the Nationwide Tour announced its plan for Jacksonville to host a tournament during the end of the season stretch run, local family wealth management firm Legacy Trust saw an opportunity to sponsor. This morning it was announced by Nationwide Tour President Bill Calfee that Legacy Trust Family Wealth Offices will be the Official Family Wealth Management Firm of the Winn-Dixie Jacksonville Open presented by Planters. The event is being held October 21-24 on Dye’s Valley Course at the TPC Sawgrass.

Kristin McLauchlan Chairman & CEO of Legacy Trust stated, “The most compelling reason for signing on with the Winn-Dixie Jacksonville Open was its commitment to area charities with 100% of all ticket sales goes directly to local non-profit organizations. Part of what we do is help our clients develop their charitable giving 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 is a big event that we believe will do great things for our community and we want to be a part of that at the ground level.”

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.

As one of the key tournament sponsors Legacy Trust will introduce Peter Lynch Winn-Dixie CEO to the attendees of “state-of-the-industry-address” at the Vendor Partner Business Meeting. When asked about Legacy Trust, Mr. Lynch stated “Winn-Dixie was excited to have Legacy Trust join the team. We are thrilled to have a company of Legacy Trust’s caliber step up and sponsor this event. We have especially enjoyed getting to know Kristin and her associates…. `They’re good people` and they bring a lot to the table as a local, knowledgeable firm.”

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Mark D. Berman
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