Wealth Management Services

We know that with considerable wealth comes complexity. Our overarching goal is to address your complex needs and goals through a simple yet powerful plan. At LVW Advisors, we specialize in managing the intricacies of considerable wealth by working to combine the art and science of planning and investing.

Our process is evidence based – we start with a blank sheet of paper, a conversation. We develop an in-depth understanding of your situation, your aspirations, needs and plans for your life, not just your money. The plan becomes our road map to structure your investment assets.

Based on your plan and articulated objectives, we work to build simple, yet powerfully diversified portfolios designed to help you attain your goals – all the while keeping a keen eye on portfolio risk (intended and unintended), expected returns and tax implications of various approaches.

Each client’s plan is personalized based on the specifics of a family’s situation, unique circumstances, risk profile and time horizon.

Planning includes:

• Detailed budgeting, cash flow and tax planning.
• Legacy and estate planning
• Gifting strategies

Our job is to help clients define their goals, remind them of these goals over time and minimize unforced errors on the way to achieving stated goals. We help our clients overcome the emotional drive to do the wrong things at the wrong times.

A Lifetime Relationship

LVW works to differentiate itself from other investment advisors by how we treat our clients.

• We work with like-minded wealthy individuals and families with the goal of creating a relationship with you for a lifetime.
• We build comprehensive “family-office” style relationships, with full coordination with tax advisors, lawyers, accountants and your other trusted partners.
• We build multi-generational relationships that focus on educating the likely inheritors of your wealth, including collaborating with trust and estate planning attorneys.
• We allow you to dictate how and when we conduct planning and investment asset reviews. We do not work from a pre-set schedule.
• We are sensitive and responsive to your needs, providing extensive access to your LVW team, including firm principals, and a dedicated and experienced service and operations team.

Contact us to find out more about our wealth management services and to discuss whether we are the right fit for you.