Legacy Family Office, LLC

Overview

Legacy Family Office, LLC says it helps families preserve and grow their financial, human, social, and intellectual capital while planning wealth transfer to future generations.

Leadership

Tamara Surratt serves as President and CEO.

Services

Legacy Family Office begins its engagement with a comprehensive wealth diagnostic for each client family. The firm then provides an annually customized Client Service Plan overseen by the Family Office Executive.

Family governance and continuity services include transition planning, stewardship development, leadership development, family meetings, and support for family decision-making.

Planning and trustee oversight services cover estate-plan reviews, advanced estate-planning structure reviews, trustee selection and monitoring, trust-administration oversight, beneficiary education, and multigenerational strategy reviews.

The firm coordinates integrated tax and financial planning with attorneys, accountants, private bankers, and real-estate professionals. Its planning work includes tax-plan review, gift-tax monitoring, business succession planning, cash-flow forecasting, net-worth analysis, and retirement planning.

Investment advisory services include investment-policy development, holistic portfolio design and monitoring, asset-allocation oversight, rebalancing oversight, manager selection, custodial oversight, and customized reporting. Legacy Family Office also provides access to alternative investments such as private equity, private debt, hedge funds, structured notes, and commodities.

Lifestyle management support includes bill paying, private banking support, credit-facility evaluation, aircraft and yacht management, personal-property management, travel-planning assistance, and secure document administration.

Risk-management work includes recurring reviews of property-casualty, life, disability, long-term-care, and umbrella-liability coverage.

For philanthropy, the firm assists with establishing family foundations, donor-advised funds, and giving circles. It also helps align family missions with giving policies and provides fiduciary education and multigenerational philanthropy support.

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Business owner services
• Private and alternative investments
• Retirement planning

Client Focus

Legacy Family Office describes itself as serving families of exceptional wealth through a Southwest Florida multi-family office.

Approach

The firm’s process centers on understanding each family through a comprehensive wealth diagnostic, then providing an annually customized Client Service Plan across family governance, planning, investments, lifestyle management, risk management, and philanthropy.

Legacy Family Office’s website states that the firm is registered as an investment adviser. Its Form ADV identifies the firm under CRD number 147160.

FAQs

Related resources

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• Network siteEstatePlanner.com

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• GuideData privacy and security with an MFO

  This resource outlines privacy and security questions families may ask before sharing financial, family, tax, and business information with a multi-family office. It can help readers discuss data access, document handling, communication practices, and protections relevant to bill pay, fiduciary work, and investment oversight.

• Similar firmsElement Pointe Family Office
  Legacy Trust Family Wealth Offices
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  Reviewing Element Pointe Family Office, Legacy Trust Family Wealth Offices, and MD Capital & Wealth Management gives readers additional firms to compare on this site. Their profiles can support a side-by-side review of services, locations, client focus, and questions to raise about investments, planning, trusts, and family administration.

Sources

1. Legacy Family Office, LLC
2. Legacy Family Office, LLC Form ADV, CRD 147160

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.