Kurtyka Joins Legacy Family Office

Naples, FL, January 14, 2010 --(PR.com)-- Tamara Surratt, president of Legacy Family Office, LLC, announces the addition of Debby Kurtyka to the Naples-based multi-family office wealth management team. Legacy Family Office provides integrated wealth advisory services, professionals with diverse skills, customized financial solutions, and a full suite of family office services to multi-generational high net worth families. The experienced team of financial professionals seeks to provide independent investment advisory services that go beyond those typically offered at traditional financial or investment institutions.

In her new position as Family Office Accounting and Tax Director, Kurtyka will coordinate accounting, strategic estate planning, complex tax issues, and compliance for high net worth families and their related business entities, trusts and private foundations. She is a seasoned Family Office Executive with over 20 years experience in accounting and tax planning for high net-worth client families.

Prior to joining Legacy Family Office, Kurtyka served as the chief financial officer for the Collier Family Office in Naples, FL. She has also served as a Family Office Consultant for Dia Lucrii Advisors and the Family Office Exchange (FOX) where she applied her extensive accounting, tax and family office experience as a resource to families of exceptional wealth seeking customized consultation. Kurtyka graduated from California State Polytechnic University with a bachelor of science degree in Accounting.

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 design custom solutions to meet family goals and 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. Tax and estate planning advice is general in nature and the firm is not engaged in the practice of accounting or law.

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