Legacy Family Office Joins Top-Ranked Pathstone to Expand Client Services
Estero, FL, January 18, 2013 --(PR.com)-- 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 independent and innovative solutions tailored to their complex wealth management needs.
“The world of financial planning and advising is rapidly changing and becoming increasingly complex,” said Surratt, now managing director of the Pathstone Family Office in Coconut Point. “I determined the best way to add depth to Legacy’s services and accommodate our growing clientele was to partner with an established advisory firm/multi-family office committed to excellence and personal service.”
Surratt said the move presents a win-win opportunity for her growing customer base. “Legacy clients will be the beneficiaries of added professional breadth and depth delivered by the seasoned Pathstone Family Office team,” she said. “Pathstone Family Office shares my commitment to excellence, conflict-free, independent advice, and an unwavering culture of client services.”
Steve Braverman, Pathstone co-founder and managing director, said Legacy and the Southwest Florida market proved a perfect fit for Pathstone.
“We were very impressed with Tammy and her employees’ expertise in the full range of issues facing ultra-high net worth families,” he said. “Their focus, as is ours, is in providing client families with investment advice, income tax planning and compliance, wealth transfer planning and a full suite of family office and financial administration services.”
Pathstone Family Office, a fully integrated, family/employee-owned SEC-registered investment advisory firm with locations in Atlanta, Georgia and Fort Lee, New Jersey was founded in 2010 by veteran wealth managers Steve Braverman and Allan Zachariah. Pathstone provides multi-generational and customized investment and family office services. The firm is not corporately owned and does not have to answer to a larger institution focused on quarterly earnings and profit goals, noted Co-founder Allan Zachariah.
Pathstone Family Office has been recognized as one of Investment News’ fastest-growing registered investment advisors for two consecutive years and ranked eighth in AdvisorOne.com’s 2012 survey of the top 100 wealth managers.
“We subscribe to the purest principles of Family Office service,” Zachariah said. “Pathstone is of families, for families and our success is defined by the success of our client families. We are an industry leader and innovator, we pride ourselves on having a single family office culture serving multiple wealth owning client families.”
Pathstone Family Office is located at 23160 Fashion Dr., Suite 227 in Estero. For more information, call 239-949-1982 or visit www.Pathstone.com.
Pathstone Family Office ("Pathstone") is an SEC-registered adviser. The "Top 100 Wealth Managers" is granted by AdviserOne.com, an independent association unaffiliated with Pathstone. Ranking is predominately based on assets under management. "The Fast Movers" published by InvestmentNews is also unaffiliated with Pathstone. Ranking is based on growth in discretionary assets under management since 2008 as reported by the RIA Database, as defined by the Securities and Exchange Commission. Data are as reported to the SEC as of December 31, 2010. Firms were included based on the following criteria: 1. Greater than 50% of their business must serve the retail marketplace. 2. They must provide financial planning services, portfolio management for individuals, or conduct due diligence on third-party advisers. 3. They must not be doing business as a broker-dealer, bank or insurance company. 4. They must not charge commissions, or have registered representative employees at the firm. 5. A dominant portion of their business must not be invested in proprietary products. Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please also read a more thorough disclosure and additional information about the criteria used in making these rankings via the following links: http://www.advisorone.com/microsites/top-wealth-managers/ and http://www.investmentnews.com/section/specialreporttemplate?sid=RIA&issuedate=20110302
Surratt founded Legacy Family Office to provide ultra-high net worth families with more independent and innovative solutions tailored to their complex wealth management needs.
“The world of financial planning and advising is rapidly changing and becoming increasingly complex,” said Surratt, now managing director of the Pathstone Family Office in Coconut Point. “I determined the best way to add depth to Legacy’s services and accommodate our growing clientele was to partner with an established advisory firm/multi-family office committed to excellence and personal service.”
Surratt said the move presents a win-win opportunity for her growing customer base. “Legacy clients will be the beneficiaries of added professional breadth and depth delivered by the seasoned Pathstone Family Office team,” she said. “Pathstone Family Office shares my commitment to excellence, conflict-free, independent advice, and an unwavering culture of client services.”
Steve Braverman, Pathstone co-founder and managing director, said Legacy and the Southwest Florida market proved a perfect fit for Pathstone.
“We were very impressed with Tammy and her employees’ expertise in the full range of issues facing ultra-high net worth families,” he said. “Their focus, as is ours, is in providing client families with investment advice, income tax planning and compliance, wealth transfer planning and a full suite of family office and financial administration services.”
Pathstone Family Office, a fully integrated, family/employee-owned SEC-registered investment advisory firm with locations in Atlanta, Georgia and Fort Lee, New Jersey was founded in 2010 by veteran wealth managers Steve Braverman and Allan Zachariah. Pathstone provides multi-generational and customized investment and family office services. The firm is not corporately owned and does not have to answer to a larger institution focused on quarterly earnings and profit goals, noted Co-founder Allan Zachariah.
Pathstone Family Office has been recognized as one of Investment News’ fastest-growing registered investment advisors for two consecutive years and ranked eighth in AdvisorOne.com’s 2012 survey of the top 100 wealth managers.
“We subscribe to the purest principles of Family Office service,” Zachariah said. “Pathstone is of families, for families and our success is defined by the success of our client families. We are an industry leader and innovator, we pride ourselves on having a single family office culture serving multiple wealth owning client families.”
Pathstone Family Office is located at 23160 Fashion Dr., Suite 227 in Estero. For more information, call 239-949-1982 or visit www.Pathstone.com.
Pathstone Family Office ("Pathstone") is an SEC-registered adviser. The "Top 100 Wealth Managers" is granted by AdviserOne.com, an independent association unaffiliated with Pathstone. Ranking is predominately based on assets under management. "The Fast Movers" published by InvestmentNews is also unaffiliated with Pathstone. Ranking is based on growth in discretionary assets under management since 2008 as reported by the RIA Database, as defined by the Securities and Exchange Commission. Data are as reported to the SEC as of December 31, 2010. Firms were included based on the following criteria: 1. Greater than 50% of their business must serve the retail marketplace. 2. They must provide financial planning services, portfolio management for individuals, or conduct due diligence on third-party advisers. 3. They must not be doing business as a broker-dealer, bank or insurance company. 4. They must not charge commissions, or have registered representative employees at the firm. 5. A dominant portion of their business must not be invested in proprietary products. Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please also read a more thorough disclosure and additional information about the criteria used in making these rankings via the following links: http://www.advisorone.com/microsites/top-wealth-managers/ and http://www.investmentnews.com/section/specialreporttemplate?sid=RIA&issuedate=20110302
Contact
Legacy Family Office
Andrea McKiddie
239-278-3900
http://www.legacyfamilyoffice.com/
Andrea McKiddie
239-278-3900
http://www.legacyfamilyoffice.com/
Contact
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