News & Publishing

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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Legacy CEO Tamara Surratt Discusses Raising Wealthy Children with TIGER 21 Members

Posted on November 18, 2018

Legacy Family Office President and CEO Tamara Surratt will be a featured speaker at a TIGER 21 event in Vancouver, Canada in the middle of November. During her presentation, Surratt will share insights on ways wealthy families can raise their children to ensure that they are prepared to be competent...

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Legacy CEO Tamara Surratt in PAM Magazine: Does Your Philanthropy Count?

Posted on November 18, 2018

Legacy Family Office President and CEO Tamara Surratt recently offered philanthropy advice in an article she wrote for Private Asset Management (PAM) magazine’s September print issue.Throughout the article, Surratt provides valuable insights intohow wealthy families can make their philanthropy cou...

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

Posted on November 13, 2018

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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Women & Wealth: Legacy Reexamines the Wealth Gap

Posted on November 01, 2018

Wealth can provide security, income and comfort throughout retirement, opportunities to your heirs, and can be passed down from generation to generation in the form of a family legacy. However, recent research shows there is still a disconnect between women and wealth: the “female wealth gap.”[i...

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Mission Critical: Make Philanthropy Count

Posted on August 01, 2018

Have you ever wondered why some families are able to do more “good” with their philanthropic activities than others? Or why some families seem active in many causes and yet are not able to make an impact with any of their altruistic activities? Establishing a cohesive philanthropic mission can p...

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Legacy CEO Tamara Surratt Speaks at Opal Family Office & Private Wealth Management Conference

Posted on July 12, 2018

Tamara Surratt, president and CEO of Legacy Family Office, will be a featured speaker at the Opal Family Office & Private Wealth Management conference in Newport, Rhode Island in mid-July. In her presentation, Surratt will share her insights on how advisors can help families focus their objectiv...

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The Next Chapter: Life After the Loss of a Spouse

Posted on June 18, 2018

The loss of a spouse can be a devastating, life-changing event. For women, losing a spouse can happen surprisingly early. According to the U.S. Census Bureau, almost half the women over 65 years of age in the United States are widows, and the average age of a new widow is 59. While women are more &h...

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Legacy CEO Tamara Surratt Speaks at Private Wealth Management Summit

Posted on June 04, 2018

Tamara Surratt, president and CEO of Legacy Family Office, will be a featured speaker at the Private Wealth Management Summit in Palm Beach, Florida in early June. In her presentation, Surratt will discuss challenges that many wealthy families face preparing heirs to be good stewards of the wealth t...

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