Posted on November 18, 2018
Legacy Family Office President and CEO Tamara Surratt will be a featured speaker at a TIGER 21 event in Vancouver, Canada in the middle of November. During her presentation, Surratt will share insights on ways wealthy families can raise their children to ensure that they are prepared to be competent responsible owners of wealth.
According to MarketWatch, thirty trillion dollars in assets will be passed from one generation to the next within the next 30 years. Despite this massive transfer of wealth, the majority of heirs are not prepared to manage their inheritance responsibly–which will cause many of these wealth transfers to eventually fail. In order to guarantee a successful transfer of wealth, families must adequately prepare their heirs.
Surratt’s presentation is entitled, “Preparing Heirs to Inherit Wealth: A Nuts and Bolts Guide,” and she will provide insights on how wealthy families can nurture and grow ALL forms of family capital to prepare heirs for success. “By focusing first on nurturing all forms of family capital, the family can become united, bound by a common desire to foster and sustain their legacy,” explains Surratt.
The forms of capital Surratt plans to cover include:
Throughout her presentation, Surratt will provide concrete best practices that she has learned and developed during her years of experience in preparing heirs, creating legacies, and sustaining wealth through generations for some of the world’s wealthiest families.
Important Disclosure:Third-party rankings and recognition from publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher-level performance. These ratings should not be construed as an endorsement of the adviser by any client. Rankings and recognition are based on information prepared and submitted by the adviser.
Legacy Family Office is registered as an investment adviser with the State of Florida. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting. All investment strategies have the potential for profit or loss. Hyperlinks in this article are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.