Legacy Family Office

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United States
Bonita Springs, FL
Legacy Family Office

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Legacy Family Office is a Southwest Florida-based multi-family office. As a Registered Investment Ad

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11/02/2026

In mixology, a sidecar is two parts brandy, one part orange liqueur, and one part lemon juice, served chilled. In data centers, it's a high-voltage stopgap that just might save the artificial-intelligence buildout.

08/03/2026

Tricia Scarlata, head of education savings for JPMorgan Asset Management, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss the rising costs of college, the drop in government aid and how parents should approach savings.

07/20/2026

Thought you would find this article interesting.

Disinformation and deepfakes are known risks but biased LLMs could also be used to influence public opinion.

02/23/2026

The rise of family governance has been boosted by President Donald Trump’s One Big Beautiful Bill, and families are encouraged to start meaningful conversations across generations — not just about the assets children may inherit and how to manage them wisely, but also about the values parents ho...

12/08/2025

Conversations about money with loved ones can be downright awkward, especially around the holiday season. While it might seem easier to avoid the topic, being honest and transparent with loved ones might actually be better for your relationships.

11/25/2025

If the market pullback has you queasy, consider it an opportunity to take stock of your investments. Retirees have less wiggle room to weather volatility than younger investors, and it's important to make sure your portfolio can withstand the bumps.

11/19/2025

As workers change jobs, more retirement accounts are being left behind.

11/15/2025

As talk of bubbles in artificial intelligence (AI) stocks grows, there are some lessons to apply from the dot-com bubble.

09/25/2025

Once we have approximated a story enough times — individually and collectively — it can become our ‘truth’.

09/13/2025

Will Social Security be around when you're ready to retire?

Address

9990 Coconut Road, Suite 225
Bonita Springs, FL
34135

Telephone

+12399491982

Website

http://www.legacyfamilyoffice.com/

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