Posted on October 18, 2022
It may be a good time to look for ways to help reduce your taxable income. Here are three potential sources of tax–free income…...
Read more
Posted on September 20, 2022
If you find yourself caught in the middle — or if you are an “open-face sandwich” supporting an elderly parent or an adult child — here are some tips to consider....
Read more
Posted on September 01, 2022
Legacy Family Office CEO, Tamara Surratt considers how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions....
Read more
Posted on August 30, 2022
Hugh Massie, Chairman and Founder of DNA Behavior International sits down with Legacy Family Office CEO, Tamara Surratt to discuss her work advising the world’s wealthiest families. During the conversation, Ms. Surratt shares how her professional journey led her to the most meaningful, transfo...
Read more
