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Legacy Family Office Newsletter – May 2023

Posted on May 22, 2023

Cheaper Hearing Aids Are Coming to a Store Near You More than 37 million U.S. adults are living with some hearing loss, but only about one-fourth of those who might benefit from a hearing aid have used one.1 Cost is a big obstacle: The average price of a pair of prescription hearing aids runs about...

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Legacy Family Office Newsletter – April 2023

Posted on April 26, 2023

Remote Workers Trade Commutes for Much-Needed Rest According to a detailed analysis of the American Time Use Survey, individuals who worked at home in 2020 instead of commuting to an office collectively saved 60 million hours each day that could be spent doing other things. Employees reported spendi...

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Legacy Family Office Newsletter – March 2023

Posted on March 15, 2023

Younger Generations See Fastest Growth in Credit-Card Balances During the past two years, credit-card balances of younger generations have grown at a faster rate than for older generations. From June 2020 to March 2022, the average credit-card balance for Generation Z grew from $1,947 to $2,443 — ...

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Legacy Family Office Newsletter – February 2023

Posted on March 02, 2023

Creating Your Own Operation London Bridge “London Bridge is down.” … those words were reportedly used to launch what were arguably the most complex end-of-life proceedings the world had ever witnessed: the funeral arrangements for Queen Elizabeth II. The plan, known as Operation Lo...

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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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Heirs of All Ages: How to Discuss Wealth At Any Age

Posted on August 30, 2022

Over the next thirty years, thirty trillion dollars in assets will be passed from one generation to the next.[i] Unfortunately, many parents worry that their heirs are not prepared to responsibly manage their inheritance. And with around seventy percent of wealth transfers failing, these concerns ar...

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Estate Planning Strategies for Art and Collectibles: The Global Art Market Pauses as COVID-19 Spreads

Posted on March 31, 2020

For even the savviest families, art and other collectibles are often neglected in their estate plan. Many collectors, passionate about purchasing art and expanding their collections, pay little attention to the ultimate disposition of their treasured collections. But, caring about the fate of one’...

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Legacy CEO Tamara Surratt Discusses “Raising Empowered Heirs” With TIGER 21 Members

Posted on March 31, 2020

Having appeared as a featured speaker in several TIGER 21 events around the U.S. and in Canada, Legacy Family Office President and CEO Tamara Surratt was invited to speak at a TIGER 21 event in Houston in November. During her presentation, Surratt discussed concrete best practices regarding raising ...

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Legacy CEO Tamara Surratt Discusses “The Wealth Effect” with TIGER 21 Members

Posted on February 11, 2019

Legacy Family Office President and CEO Tamara Surratt will be a featured speaker at a TIGER 21 event in Chicago in February. During her presentation, Surratt will share insights on ways wealthy families can raise their children to be prepared, competent, responsible owners of wealth. According to Ma...

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