Family Office/Private Wealth

LCG is uniquely qualified to work with Family Offices given our institutional presence and multi-decade history of working with taxable clients. LCG helps families adopt the best practices, expertise and access to investment strategies typically enjoyed by large institutions to their own investment programs. Common services that LCG provides to Family Offices include:

Importantly, LCG does not provide tax advice nor do we operate as financial planners. Our goal is to form partnerships with our Family Office clients such that we are their first call when it comes to all investment-related matters. LCG’s low client-to-consultant ratio and Firm of Analysts culture is designed to ensure that our clients receive proactive investment advice that results in a bespoke investment program, not a model driven portfolio.