A complete list of active advisors currently associated with Legacy Family Office, LLC

Warmer can help you find a great advisor at Legacy Family Office, LLC or one who fits your needs even better.

Legacy Family Office provides comprehensive wealth management and family office services to individuals and high‑net‑worth clients as well as trusts, estates, and other entities. Services described in the brochure combine investment advisory work with family office functions such as heir education and development, estate planning and trustee oversight, integrated tax and financial planning, philanthropy, lifestyle management, bill‑paying, and prenuptial/postnuptial and divorce coordination. The firm offers both discretionary and non‑discretionary portfolio advice but commonly engages third‑party advisers to manage all or portions of client portfolios, monitoring those advisers and retaining authority to hire, fire, or reallocate between them. Its compensation approach differs from the common percentage‑of‑assets model: the firm negotiates fixed annual advisory arrangements rather than billing primarily on an asset‑based percentage. Compared with peers, the firm is notable for operating with a single advising professional while overseeing a multi‑million dollar asset base and a small client roster, a structure that is less common among supported firms. It also provides lecture and educational services and highlights an institutional technology audit for data security, reflecting an emphasis on client education and operational safeguards that is atypical for firms of this size.

To learn more about the advisors currently working at Legacy Family Office, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Tamara Surratt	Bonita Springs, FL	19

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