(Naples, Fla. – August 31, 2010) – Tamara Surratt, founder and president of Legacy Family Office, attended the American Red Cross’ Tiffany Circle Summit in Washington, D.C. in May. Tiffany Circle members are women who support their local American Red Cross chapters with a minimum donation of $10,000 or more each year.
Tamara Surratt, Susan Bonnano and Sonya Sawyer at the Tiffany Circle Summit in Washington, D.C.
The Tiffany Circle Summit was an opportunity for 300 Tiffany Circle members and American Red Cross chapter leaders from around the country to come together to hear from renowned speakers, network and discuss ways to support the American Red Cross. During the two-day event, attendees heard from Kimberly Dozier, who covers intelligence and counterterrorism issues for the Associated Press, U.S. Army Sgt. Dennet Oregon, a Wounded Warrior from the Afghanistan War, and U.S. Army Lt. Gen. Kathleen Gainey, Director of Logistics for The Joint Staff, and political reporter Judy Woodruff. The opening dinner was hosted by actress Elisabeth Rohm.
“I’m very proud to be a Tiffany Circle member,” Surratt said. “Meeting such talented, savvy, intelligent and philanthropic women from across the country who care and support the Red Cross as much as I do was truly the highlight of the summit.”
Surratt was joined by fellow Tiffany Circle member Sonya Sawyer, chief financial officer of Home-Tech, and Susan Bonanno, Heidi Ruster, Kari Hennagin and Deanna Cleary of the Lee and Collier County American Red Cross chapters.
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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“A multi-family office is different than the investment or wealth advisory firms people are more accustomed to hearing about,” says President and Founder Tamara Surratt. “We are structured to offer a tailored, personalized approach to holistically managing clients’ wealth now and for future generations, working to keep it and their estate and philanthropic efforts growing and flourishing for years to come. A multi-family office does not sell any investments; we’re in the position of being objective advisors looking out for our clients’ interests. Our new site includes a lot of information to introduce people to what we do and start a conversation.”