Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office
Pathstone Family Office was named the best overall multi-family office under $2.5 billion by Private Asset Management magazine. The Fort Lee, N.J.-based firm received the 2013 PAM Award during the magazine’s annual awards gala Feb. 12 in New York City. In 2011, Pathstone was recognized as... - February 23, 2013
Legacy Family Office Joins Top-Ranked Pathstone to Expand Client Services
Legacy Family Office, a privately owned registered investment advisory firm, has joined Pathstone Family Office. Legacy Family Office was founded in 2006 by Tammy Surratt and serves families in the Naples area. Surratt founded Legacy Family Office to provide ultra-high net worth families with more... - January 18, 2013
Danielle Dion Joins Legacy Family Office
Legacy Family Office, a southwest Florida based Multi-Family Wealth Office, welcomes Danielle Dion in her new position as Client Service Associate. Dion’s experience and customer service focus will enhance the concierge level of financial affairs coordination currently delivered by Legacy... - August 25, 2012
Legacy Family Office Moves to New Location
Legacy Family Office Moves to New Location in Estero - August 21, 2011
Legacy Family’s Surratt Elected Vice-Chair of Edison State College Foundation Board
Tamara L. Surratt, owner and President of Legacy Family Office in Estero, was recently elected vice-chairman of Edison State College Foundation’s board of directors. Ms. Surratt, a seasoned wealth advisor, has previously served two terms as the foundation’s Treasurer and Finance... - August 14, 2011
Erica Frye Joins Legacy Family Office
Legacy Family Office, a Florida based Multi-Family Wealth Office welcomes Erica M. Frye in her new position as Executive Assistant to the President Tamara Surratt. Prior to joining Legacy Family Office, Ms. Frye was the Executive Assistant and Office Manager for Wennsoft, an international software integration firm. - August 07, 2011
Legacy Family Office Featured in International Business Magazine
Naples multi-family office Legacy Family Office was featured in ZILLION International, a business magazine for international enterprises. Founder and president Tamara Surratt was interviewed for the article and explains why multi-family offices are quickly becoming the wealth and family management... - September 23, 2010
Surratt Attends Prestigious American Red Cross Summit
Tamara Surratt, founder and president of Legacy Family Office, attended the American Red Cross’ Tiffany Circle Summit in Washington, D.C. in May. Tiffany Circle members are women who support their local American Red Cross chapters with a minimum donation of $10,000 or more each year. The... - September 02, 2010
Legacy Family Office Forms Alliance with CTC Consulting
Legacy Family Office, LLC, a Naples-based multi-family office has formed a strategic alliance with CTC Consulting, an investment consulting firm based in Portland, Ore. that advises on approximately $28 billion in assets for clients around the world. Through this alliance, Legacy Family Office... - March 21, 2010
Naples-Based Legacy Family Office Introduces New Web Site
Legacy Family Office, a Naples-based family wealth office, launched a new Web site outlining its services, processes and resources for prospective clients. The site also includes a personalized secure site that allows clients to log in and view their investment accounts. “A multi-family... - February 13, 2010
Kurtyka Joins Legacy Family Office
Tamara Surratt, president of Legacy Family Office, LLC, announces the addition of Debby Kurtyka to the Naples-based multi-family office wealth management team. Legacy Family Office provides integrated wealth advisory services, professionals with diverse skills, customized financial solutions, and a... - January 14, 2010