Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Legacy Family Office, headquartered in Bonita Springs, Florida, is a multi-family office and registered investment adviser providing personalized wealth management services, including alternative investments and multi-generational planning, with a client-centric, ethical approach under CEO Tamara Surratt. Founded date and founding family background are not publicly detailed in available sources.
Unlock mandates & allocation signals
See Legacy Family Office's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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