Posted on March 15, 2023
Younger Generations See Fastest Growth in Credit-Card Balances During the past two years, credit-card balances of younger generations have grown at a faster rate than for older generations. From June 2020 to March 2022, the average credit-card balance for Generation Z grew from $1,947 to $2,443 — ...
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Posted on March 02, 2023
Creating Your Own Operation London Bridge “London Bridge is down.” … those words were reportedly used to launch what were arguably the most complex end-of-life proceedings the world had ever witnessed: the funeral arrangements for Queen Elizabeth II. The plan, known as Operation Lo...
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Posted on September 01, 2022
Legacy Family Office CEO, Tamara Surratt considers how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions....
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Posted on August 30, 2022
Hugh Massie, Chairman and Founder of DNA Behavior International sits down with Legacy Family Office CEO, Tamara Surratt to discuss her work advising the world’s wealthiest families. During the conversation, Ms. Surratt shares how her professional journey led her to the most meaningful, transfo...
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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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