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 were designed to recognize companies, teams and individuals which the judges deemed to have ‘demonstrated innovation and excellence during 2017’.
The Family Wealth Report Awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which focus not on quantitative performance metrics, but on the client experience with an emphasis on independence, integrity and genuine insight.
Commenting on the firm’s shortlisting, Legacy Family Office Founder and CEO Tamara Surratt says, “Our firm is focused on building meaningful relationships, combined with providing sophisticated solutions, to help families preserve and grow their wealth. It’s an honor to be shortlisted for the Family Wealth Report Awards, which recognize the values we hold as a firm.”
Winners will be announced at a gala awards dinner which will be held in New York on March 8, 2018 at the Mandarin Oriental.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme. With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.
Important Disclosures:
Third-party rankings and recognition from publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Rankings and recognition are based on information prepared and submitted by the adviser.
Legacy Family Office, LLC, is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, notice filed, or is excluded or exempted from registration requirements.
Important Disclosure:Third-party rankings and recognition from publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher-level performance. These ratings should not be construed as an endorsement of the adviser by any client. Rankings and recognition are based on information prepared and submitted by the adviser.
Legacy Family Office is registered as an investment adviser with the State of Florida. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting. All investment strategies have the potential for profit or loss. Hyperlinks in this article are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
