As stewards of your wealth, it is our responsibility to design and cultivate a wealth management plan tailored exclusively for you. Your dedicated team at LeoGroup, consisting of highly experienced wealth management, investment and administration professionals, will ensure that your goals are met.
Our financial planning and tax services are provided to individuals and families that earn relatively high household income and/or possess relatively significant assets. The typical clients of this service are often referred to as “mass affluent”, a term that denotes the relative wealth of the clients as compared to other households. The services provided are broad in scope, yet customized to a level commensurate to client resources, needs, and complexity. The Financial Planning & Tax Services may include investment planning, income-tax preparation & planning, risk management, estate planning, and cash-flow analysis.
The Comprehensive Service is designed to provide a high level of financial counseling services for those clients with more sophisticated planning needs. Our advisors work very closely with Comprehensive clients to provide a coordinated, detailed, highly effective advisory solution to meet the unique needs of discerning high net-worth clients. The Comprehensive Service may include extensive investment planning & portfolio services, sophisticated estate planning, tax strategies & tax preparation, risk management, cash-flow planning, international advisory, and integrated benefits & compensation services.
The Comprehensive Plus Service provides an even more bespoke level of service than our Comprehensive Service by providing additional services or levels of service above & beyond comprehensive services. In addition to all of the core services, the Comprehensive Plus client may utilize our concierge services, private advisory services, oversight & due diligence, or other corporate services.
Our multifamily office provides family office services as well as pre-family office planning for individuals of extraordinary wealth that will ultimately need a dedicated family office. For those ultra-affluent clients that do not want or need their own dedicated family office, the LeoGroup Multifamily Office structure is a compelling solution. Our multifamily office services make all of our services and capabilities available while sharing the costs of expertise, infrastructure and experience among several families. It also provides the opportunity for people with similar wealth and priorities to interact with one another. We have also found that LeoGroup’s flat fee structure is particularly appealing to ultra-affluent clients. In a recent survey of multifamily offices, 80 percent or more of the office’s revenues were asset-based, whereas LeoGroup’s primary revenue source is of a flat fee or service fee nature.
LeoGroup provides several services that bring leverage to the client experience. We focus on making sure that each client is able to utilize the services and connections from within LeoGroup and through our extensive network of dedicated client service providers. It compliments and ties in with the alignment of interest and disintermediation that LeoGroup works to provide as a solution for each client.
- Consolidated Reporting: LeoGroup utilizes platforms to provide cutting edge reporting for their clients to make sure that the full and comprehensive reports on the entirety of their wealth picture. This allows both LeoGroup and their clients to see and experience Wealth Management in a 360 degree atmosphere.
- Bill Paying Services: LeoGroup provides customized solutions to make sure that the management of client bill paying is not a burden on our clients and allows them to focus on the things that matter most to them.
- Administrative Support: Whether it be access to exclusive events or a need for securing private information and property, LeoGroup has direct solutions that are high quality, cost effective and efficient solutions for each client need.
The Investment Committee at LeoGroup has extensive experience reviewing, analyzing and locating unique investment opportunities that are tailored to meet specific and expressed client investment objectives. We provide an institutional quality approach to individual portfolio management.
The “Endowment Model” is the investment model used by most large university endowments and large foundations. The model employs a disciplined asset allocation approach with a focus on value and risk management. In addition to traditional asset categories (stocks/bonds), the model utilizes alternative investments and non-traditional assets to reduce downside risk. Learn More
Efficient portfolio construction involves creating a diversified portfolio that attempts to maximize return potential for a given level of risk. One way to add value is through a core and satellite approach. Learn More
LeoGroup Asset Management (LAM) constructs proprietary investment portfolios composed of a broad range of investments including marketable securities and alternative investments. LAM’s public market strategies seek to provide low-cost portfolios comprised of the component asset classes employed in Core & Satellite portfolio construction. LAM’s private market strategies provide unique, differentiated investment portfolios of private securities as well as opportunistic private transactions. Learn More