Legacy Family Office Forms Alliance with CTC Consulting

Naples, FL, March 21, 2010 --(PR.com)-- 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 clients gain access to the expertise of CTC’s 22 dedicated research professionals and their extensive experience in identifying, evaluating and selecting traditional and alternative investment managers. Legacy Family Office clients will also benefit from lower fees and account minimums for recommended investment managers.

“We’re thrilled to be able to leverage CTC’s dynamic research in advising our clients,” Family Office Principal Tamara Surratt says. “Their research and expertise strengthen our ability to help our clients preserve and enhance their wealth.”

Founded in 1981, CTC Consulting is a leader in the investment consulting marketplace for ultra high net worth families, providing dynamic investment strategies and manager due diligence. The due diligence process includes proprietary qualitative and quantitative analysis, manager interviews, reference checks and site visits.

Legacy Family Office provides tailored, holistic solutions to help families of exceptional wealth preserve and grow their financial capital as well as their human, social and intellectual family capital. Through personal attention and partnership, advisors work with families to implement custom solutions that are designed to meet family goals and can successfully transfer wealth to future generations by coordinating:

· Family wealth continuity and ongoing education
· Estate planning and trustee oversight
· Integrated tax and financial planning
· Day-to-day lifestyle and affairs
· Investment advice
· Risk management
· Family philanthropy and giving

With a low client to adviser ratio, Legacy Family Office’s experienced team of professionals strives to deliver high touch, personalized service and deep expertise to each client family.

Legacy Family Office is located at 780 5th Avenue South, Suite #200, Naples, FL. For additional information, call 239-261-9612 or visit www.legacyfamilyoffice.com

Legacy Family Office, LLC, is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, notice filed, or is excluded or exempted from registration requirements.

Legacy Family Office
Erika Houser
(239) 261-9612