Eton Advisors is pleased to announce that Tamara Surratt, founder and CEO of Legacy Family Office joins Eton as a member of the leadership team, and as a Senior Wealth Manager. Tamara brings deep family office knowledge and decades of experience working with ultra-high net worth families, increasing Eton’s capacity in response to a growing demand for highly-customized, family office services and goals-based investment advice.
Tamara’s expertise encompasses key areas such as estate and tax planning, family governance, heir development and education, and philanthropic initiatives. Her addition reinforces Eton Advisors’ dedication to providing tailored solutions and personalized service to its client families.
“We are thrilled to welcome Tamara Surratt and Legacy Family Office to the Eton family,” said Brian Hughes, President of Eton Advisors. “I’ve known Tamara for nearly 20 years, and have always admired her professionalism and her unwavering commitment to client service. Tamara brings a wealth of experience, and her values align seamlessly with ours at Eton. This partnership signifies our relentless pursuit of excellence and our commitment to delivering unparalleled service to our clients as we continually seek talent to meet increasing demand.”
The addition of Tamara Surratt and Legacy Family Office, on the heels of Brian Hughes’ joining Eton as President, marks a significant milestone in Eton Advisors’ long-standing commitment to enhancing the client experience and meeting the complex needs of multi-generational high-net-worth families.
About Eton Advisors:
Eton is an independently managed wealth advisory boutique and multi-family office serving a select group of ultra-high net worth families and private foundations, based in Chapel Hill, North Carolina. We have been committed to delivering tailored wealth management solutions with integrity and precision since our founding. Eton has provided comprehensive financial guidance and been an early adopter of the goals-based approach since our inception, ensuring our clients’ financial goals are met with diligence and expertise. With a focus on excellence and client-centricity, Eton Advisors continues to set new benchmarks in the family office and wealth management industry. For more information, please contact us at (919) 442-1550 or at https://etonadvisors.com.
