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L&H Family Office

Legacy Planning for Dynamic Families

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Strategic Family Advisors

Our firm works with families to offer continuity as generations pass business and wealth to the next.

Let our range of services help your family do the same.

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Asset management & investment analysis

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Estate, tax, and financial planning

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Client education and family meetings

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Philanthropy planning                  

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Cash flow management & record keeping

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Household & family business deposit & bill payment

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Tax domicile planning              

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Financing, collateral, covenant issues, and risk management review

Family Office FAQs

Create a highly personalized plan

A dedicated account leader works closely with each client to develop a highly personalized plan that will serve the particular family’s unique needs.

Schedule a Family Office Consultation