Many things, but here are the most important:
We have particular expertise in working with high-net-worth families – and owners of closely held businesses. We are experienced in helping solve the issues that most keep them up at night, and our creative design ideas help provide clarity and set the path to move forward with confidence.
Yes. A fiduciary is required to have the highest ethical obligation of putting your best interests ahead of our compensation and any other considerations.
To the extent that we are providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, we are acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.
It’s common to have questions beyond the ones we have covered here; we encourage you to please reach out to address your unique needs and questions.
We’re here to help; send us an email or fill out this form with any questions or to schedule a call. We will get in touch within one business day.