News & Publishing

Socially Responsible Investing – Is It For You?

Posted on October 19, 2017

What is Socially Responsible Investing? And what do families need to know about it? Growing in popularity and increasingly in media news and headlines, Impact Investing, also known as Socially Responsible Investing (SRI) or Environmental, Social and Governmental (ESG) Investing, has become a central...

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Legacy Family Office To Speak at Florida SouthWestern State College Legacy Society Event

Posted on October 19, 2017

Legacy Family Office Founder Tamara Surratt will participate in an event to benefit the Florida SouthWesternState College Legacy Society. The event will take place on October 19th and will feature deans from each of the collegesas well as students of the university. As Chairwoman of the FSW Foundati...

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The Basics of Planning: What Everyone Should Consider as the First Steps

Posted on October 19, 2017

For those just beginning to accumulate wealth, often times planning is the last aspect to consider. But what would happen in the event of an unexpected death or incapacitation? It may be time to consider planning for the unexpected. Where should one who has just begun to accumulate wealth begin? Wha...

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Creating a Philanthropic Family Culture: Create a “Safe Zone”

Posted on October 19, 2017

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. An article published in the Denver Post outlines excellent tips for creating a culture of ...

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