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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Posted on January 31, 2018
Have you ever had a moment when you are unable to recall which company holds your insurance policy? Or which investment broker manages that fixed income portfolio you invested in years ago? As our lives progress we accumulate a growing number of accounts, legal documents, insurance policies, financi...
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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 we...
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Posted on December 01, 2017
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 focus strongly on is providing next-generation education and helping ...
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Posted on November 02, 2017
CEO Strives to Safegaurd Client Values Through Education by: Robbie Spencer November 1, 2017 As seen in Florida Weekly: Southwest Florida is a unique community in that so many people from all walks of life have ties here. Many seasonal residents began their love affair with the region through a fami...
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Posted on October 19, 2017
What is Socially Responsible Investing? And what do families need to know about it? Growing in popularity and increasingly in media news and headlines, Impact Investing, also known as Socially Responsible Investing (SRI) or Environmental, Social and Governmental (ESG) Investing, has become a central...
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Posted on October 19, 2017
Legacy Family Office Founder Tamara Surratt will participate in an event to benefit the Florida SouthWesternState College Legacy Society. The event will take place on October 19th and will feature deans from each of the collegesas well as students of the university. As Chairwoman of the FSW Foundati...
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