News & Publishing

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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Recommended Reading: The Rise of Women as Philanthropic Family Leaders

Posted on May 21, 2018

From time to time, we come across helpful articles by others that help to explain a best practice in family wealth. We think it is important to share these ideas and best practices among the families we serve. One of the topics we have been discussing lately is the impending wealth transfer. While w...

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Five Ways Wealthy Families are Preparing Their Heirs to Take the Financial Wheel.

Posted on May 16, 2018

We all know the proverb – shirtsleeves to shirtsleeves in three generations. Families of substantial wealth rarely transfer their wealth beyond the third generation. In fact, only 30% of wealthy familie­­s are able to successfully overcome these wealth transfer odds. And yet…the 30% of familie...

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Legacy CEO Tamara Surratt Discusses Tax Savings with U.S. News & World Report

Posted on May 01, 2018

Every April, investors are reminded of the importance of having a tax-efficient portfolio. For some, as U.S. News & World Report writes, “this only becomes apparent when Uncle Sam presents them with a steep bill, something many taxpayers may be discovering now after the gains in last yearR...

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A Focus on Family Culture Can Make All The Difference

Posted on April 11, 2018

From time to time, we come across an article written by others in our industry that we feel is helpful to the families with whom we work. We enjoy sharing these with you, and genuinely feel that the more you know, the better. In this article from WealthManagement.com, the author, Daniel G. Berick, e...

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Legacy CEO Tammy Surratt Discusses Volatility in Financial Advisor Magazine

Posted on February 22, 2018

Despite the rough week on Wall Street, advisors are still optimistic 2018 will be a positive for the market, according to Financial Advisor Magazine. Tammy Surratt, founder and CEO of Legacy Family Office, recently spoke to the publication about what to expect. She noted that the current environment...

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Wealth Continuity: An Heir Raising Experience

Posted on January 31, 2018

The transference of family wealth has long presented a challenge for families. Over time, and in many different cultures, it has been called many things. You may have heard the proverb, “Shirtsleeves to shirtsleeves in three generations.” In Japan, the expression goes, “Rice paddies to rice pa...

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The Importance of Your Asset and Financial Inventory

Posted on January 31, 2018

Have you ever had a moment when you are unable to recall which company holds your insurance policy? Or which investment broker manages that fixed income portfolio you invested in years ago? As our lives progress we accumulate a growing number of accounts, legal documents, insurance policies, financi...

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