Posted on August 30, 2022
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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Posted on March 31, 2020
For even the savviest families, art and other collectibles are often neglected in their estate plan. Many collectors, passionate about purchasing art and expanding their collections, pay little attention to the ultimate disposition of their treasured collections. But, caring about the fate of one’...
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Posted on March 31, 2020
Having appeared as a featured speaker in several TIGER 21 events around the U.S. and in Canada, Legacy Family Office President and CEO Tamara Surratt was invited to speak at a TIGER 21 event in Houston in November. During her presentation, Surratt discussed concrete best practices regarding raising ...
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Posted on February 11, 2019
Legacy Family Office President and CEO Tamara Surratt will be a featured speaker at a TIGER 21 event in Chicago in February. During her presentation, Surratt will share insights on ways wealthy families can raise their children to be prepared, competent, responsible owners of wealth. According to Ma...
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Posted on December 12, 2018
We are pleased to announce that Legacy Family Office has been selected as a finalist for the 2019 Family Wealth Report Awards in the Wealth Counseling category. The Family Wealth Report Awards set both organizations and individuals apart from their peers by recognizing achievement and showcasing top...
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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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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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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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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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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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