New Accounting & Tax Director at Legacy Family Office

Tamara Surratt, president of Legacy Family Office, LLC, has announced the addition of [private]Debby Kurtyka to the Naples-based multi-family office wealth management team.

In her new position as Family Office Accounting and Tax Director, Kurtyka will coordinate accounting, strategic estate planning, complex tax issues, and compliance for high net worth families and their related business entities, trusts and private foundations. She is a seasoned Family Office Executive with over 20 years experience in accounting and tax planning for high net-worth client families.

Prior to joining Legacy Family Office, Kurtyka served as the chief financial officer for the Collier Family Office in Naples, FL. She has also served as a Family Office Consultant for Dia Lucrii Advisors and the Family Office Exchange (FOX) where she applied her extensive accounting, tax and family office experience as a resource to families of exceptional wealth seeking customized consultation. Kurtyka graduated from California State Polytechnic University with a bachelor of science degree in Accounting. [/private]

Legacy Family Office provides integrated wealth advisory services, professionals with diverse skills, customized financial solutions, and a full suite of family office services to multi-generational high net worth families. The experienced team of financial professionals seeks to provide independent investment advisory services that go beyond those typically offered at traditional financial or investment institutions.