High-Net Worth Individuals
Your Challenges
Having high-net worth can present its own set of challenges:
Our Solutions
The LSL team has the experience and discretion to provide a targeted approach to your unique needs:
Customized tax, accounting & advisory services
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.
Who We Work With
We assist high-net worth individuals and their families with tax, accounting, advisory, estate planning, and wealth advisory needs.
