The non-profit Edison State College Foundation attracts and manages contributions from individuals, organizations, businesses and private foundations to promote higher education in the five-county region served by Edison State College. The foundation supports student scholarships, academic programs, and technology and facility improvements.
Surratt works with high-net worth clients throughout Southwest Florida to develop philanthropic, business and investment strategies. Her experience includes trust, fiduciary investment management and private client services.
Surratt earned undergraduate and graduate degrees from Florida Gulf Coast University, graduating with honors with a master’s in business administration. She also serves on the Southwest Florida Community Foundation’s scholarship committee and is a member of the Women’s Legacy Fund.
About Legacy Family Office
Legacy Family Office provides tailored, holistic solutions to help wealth owning families preserve and grow their financial assets as well as their human, social and intellectual family capital. Legacy Family Office works with families to create a feeling of responsibility and confidence in the management of family resources. In addition, the Family Office implements customized plans that are designed to meet family goals and to successfully transfer wealth to future generations by coordinating:
• Family wealth education
• Estate planning and trustee oversight
• Integrated tax and financial planning
• Investment advisory services
• Risk management
• Family philanthropy
Legacy Family Office is located at 23160 Fashion Drive, Suite 227, Estero, FL 33928. For additional information, call 239-949-1982 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.