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Legacy Family Office forms alliance with CTC Consulting


Legacy Family Office, a Florida-based multi-family office, has formed an alliance with CTC Consulting, an investment consulting firm based in Oregon.

Through this alliance, Legacy Family Office clients will gain access to CTC’s 22 research professionals and their experience in identifying, evaluating and selecting traditional and alternative investment managers.

Legacy Family Office clients will also benefit from lower fees and account minimums for recommended investment managers.

“We’re thrilled to be able to leverage CTC’s dynamic research in advising our clients,” says Legacy Family Office principal Tamara Surratt. “Their research and expertise strengthen our ability to help our clients preserve and enhance their wealth.”

Founded in 1981, CTC Consulting provides investment strategies and manager due diligence for high net worth individuals. The due diligence process includes proprietary qualitative and quantitative analysis, manager interviews, reference checks and site visits.

Legacy Family Office provides solutions to help families of exceptional wealth preserve and grow their financial capital as well as their human, social and intellectual family capital.

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