Fort Myers, FL, August 21, 2011 --(PR.com
)-- Tamara L. Surratt, CEO and President of Legacy Family Office, announces its new, more central office location in Estero. In an effort to better serve clients within Naples, Bonita Springs and Fort Myers, the new office is located at 23160 Fashion Drive #227 Estero, Florida 33928. The phone number is 239-949-1982.
About Legacy Family Office
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 customized plans 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 23160 Fashion Drive, #227 Estero, Florida 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.