Posted on August 01, 2018
Have you ever wondered why some families are able to do more “good” with their philanthropic activities than others? Or why some families seem active in many causes and yet are not able to make an impact with any of their altruistic activities? Establishing a cohesive philanthropic mission can p...
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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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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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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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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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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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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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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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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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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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