Fort Myers, FL, August 25, 2012 --(PR.com
)-- 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 Family Office and its principal Tamara Surratt. Dion earned her Bachelor of Arts in Liberal Arts at Florida Gulf Coast University and was the executive assistant and office manager for American Capital Wealth Managers prior to joining Legacy Family Office.
Legacy Family Office provides tailored solutions to help wealth-owning client families develop philanthropic and investment strategies intended to preserve the family’s wealth, values, and valuables. 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
About Legacy Family Office
Legacy Family Office provides tailored, holistic solutions with the goal of helping 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 State of Florida and only transacts business in states where it is properly registered; notice filed, or is excluded or exempted from registration requirements. Florida registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Tax and estate planning advice is general in nature and the firm is not engaged in the practice of accounting or law.