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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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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