Legacy Family Office Featured in International Business Magazine

Naples, FL, September 23, 2010 --(PR.com)-- Naples multi-family office Legacy Family Office was featured in ZILLION International, a business magazine for international enterprises. Founder and president Tamara Surratt was interviewed for the article and explains why multi-family offices are quickly becoming the wealth and family management choice of high net worth families.

First published in 1999, ZILLION International is a bi-monthly, English-language business magazine that features in-depth reports on trends, strategy and technological developments in the global business community. The sole multi-family office profiled in this issue of Zillion, Legacy stands alongside other companies considered innovators in their fields from around the globe.

“A multi-family office’s services go far beyond that of a traditional wealth management firm,” Surratt says. “We not only offer investment advice, but also lifestyle and family philanthropy management and financial education for younger family members. We like to think of ourselves as a long term partner to our client families, working hand in hand with them to ensure their wealth lasts and is used in line with their values.

“Multi-family offices also make great sense for families that have significant wealth, but do not want to pay to establish a private family office,” she adds. “Because we serve multiple families, the costs are lower, not only for our services but for investments. We can leverage the collective assets of all our clients and negotiate lower maintenance and investment fees with the big firms.”

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 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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