Posted on January 31, 2018
Have you ever had a moment when you are unable to recall which company holds your insurance policy? Or which investment broker manages that fixed income portfolio you invested in years ago? As our lives progress we accumulate a growing number of accounts, legal documents, insurance policies, financi...
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Posted on January 09, 2018
We are pleased to announce that Legacy Family Office has been shortlisted for the Family Wealth Report Awards in the Wealth Planning category. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report Awards we...
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Posted on December 01, 2017
From time to time, we come across helpful articles by others that help to explain a best practice in family wealth. We think it is important to share these ideas and best practices among the families we serve. One of the topics we focus strongly on is providing next-generation education and helping ...
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Posted on November 02, 2017
CEO Strives to Safegaurd Client Values Through Education by: Robbie Spencer November 1, 2017 As seen in Florida Weekly: Southwest Florida is a unique community in that so many people from all walks of life have ties here. Many seasonal residents began their love affair with the region through a fami...
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Posted on October 19, 2017
What is Socially Responsible Investing? And what do families need to know about it? Growing in popularity and increasingly in media news and headlines, Impact Investing, also known as Socially Responsible Investing (SRI) or Environmental, Social and Governmental (ESG) Investing, has become a central...
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Posted on October 19, 2017
Legacy Family Office Founder Tamara Surratt will participate in an event to benefit the Florida SouthWesternState College Legacy Society. The event will take place on October 19th and will feature deans from each of the collegesas well as students of the university. As Chairwoman of the FSW Foundati...
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Posted on October 19, 2017
For those just beginning to accumulate wealth, often times planning is the last aspect to consider. But what would happen in the event of an unexpected death or incapacitation? It may be time to consider planning for the unexpected. Where should one who has just begun to accumulate wealth begin? Wha...
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Posted on October 19, 2017
From time to time, we come across helpful articles by others that help to explain a best practice in family wealth. We think it is important to share these ideas and best practices among the families we serve. An article published in the Denver Post outlines excellent tips for creating a culture of ...
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