Having high-net worth can present its own set of challenges:
The LSL team has the experience and discretion to provide a targeted approach to your unique needs:
Our Approach To Working With You
First we listen: what’s important to you, what challenges you’re facing, what you want to accomplish.
From there, we’ll advise on the tax implications of your wishes, such as buying or selling of stock, selecting and structuring the best entity for specific ventures, and gifting to family or charitable organizations. We’ll work as a team with you, your family, and your other advisors (attorneys, financial advisors, insurance representatives) to provide the optimal solution.