Record Government Spending Boosts Appeal of Tax-Free Income

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…...

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The Sandwich Generation: Caught in the Middle

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....

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Are Your Investment Decisions Influenced by Emotions?

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....

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Legacy CEO Tamara Surratt Discusses Empowerment of NextGen’s Human Capital With Hugh Massie

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...

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