Family Office
Legacy Family Office, LLC
Legacy Family Office is a Southwest Florida based multi-family office (MFO). As a Registered Investment Adviser (RIA), the firm provides sophisticated and meaningful solutions to help families of exceptional wealth preserve and grow their financial capital as well as their human, social and intellectual family capital.…
Headquarters
Estero, FL
Website
www.legacyfamilyoffice.comAsset classes & sectors
Alternative InvestmentsFixed incomeHedge FundsPrivate EquityReal Estate
Decision-makers
Tamara Lynn
President & Owner
Tammy, Surratt
President
Members only
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