Resources

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

Legacy Family Office Shortlisted for the 2018 Family Wealth Report Awards

Posted on January 09, 2018

We are pleased to announce that Legacy Family Office has been shortlisted for the Family Wealth Report Awards in the Wealth Planning category. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report Awards we...

Read more

Ten Ways to Prevent Affluenza

Posted on December 01, 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. One of the topics we focus strongly on is providing next-generation education and helping ...

Read more

Legacy Family Office CEO Featured in Florida Weekly

Posted on November 02, 2017

CEO Strives to Safegaurd Client Values Through Education by: Robbie Spencer November 1, 2017 As seen in Florida Weekly: Southwest Florida is a unique community in that so many people from all walks of life have ties here. Many seasonal residents began their love affair with the region through a fami...

Read more