Media

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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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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Legacy Family Office Shortlisted for the 2019 Family Wealth Report Awards

Posted on December 12, 2018

We are pleased to announce that Legacy Family Office has been selected as a finalist for the 2019 Family Wealth Report Awards in the Wealth Counseling category. The Family Wealth Report Awards set both organizations and individuals apart from their peers by recognizing achievement and showcasing top...

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Giving is Good. Smart Giving is Great!

Posted on December 05, 2018

The year-end holidays are a time of reflection that often inspires many people to reach out to those who are in need. To qualify for a tax deduction in 2018, donors must make their yearly giving decisions by December 31st. As a result, a tremendous amount of charitable giving occurs between #GivingT...

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Legacy CEO Tamara Surratt Discusses Donor-Advised Funds with Reuters

Posted on November 18, 2018

This time of year typically causes investors to select their philanthropic contributions so they can take advantage of tax breaks for next year’s taxes.In order to help firms prepare for these efforts, Legacy Family Office President and CEO Tamara Surratt recently spoke with Reuters to provide ins...

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