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.
Frye’s experience in accounting software applications, project coordination, and office management will enhance the concierge level of financial affairs coordination currently delivered by Legacy Family Office. Ms. Frye earned her bachelor’s in Management with a Minor in Accounting, and is currently pursuing a Master’s Degree in Accounting.
Erica and husband Paul recently relocated to Naples, Florida from Milwaukee, Wisconsin. Ms. Frye volunteers her time toward charities serving autistic children and organizations providing rescue and placement for abandon animals.
About Legacy Family Office
Legacy Family Office provides tailored, holistic solutions to help wealth owning families preserve and grow their financial assets as well as their human, social and intellectual family capital. Legacy Family Office works with families to create a feeling of responsibility and confidence in the management of family resources. In addition, the Family Office implements customized plans that are designed to meet family goals and to successfully transfer wealth to future generations by coordinating:
· Family wealth education
· Estate planning and trustee oversight
· Integrated tax and financial planning
· Day-to-day management of financial affairs
· Investment advisory services
· Risk management
· Family philanthropy
Legacy Family Office is located at 23160 Fashion Drive, Suite 227, Estero, FL 33928. For additional information, call 239-949-1982 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. Tax and estate planning advice is general in nature and the firm is not engaged in the practice of accounting or law.