Corporations & Institutions
With expertise in providing a broad range of comprehensive financial counselling services, LeoGroup offers focused and high-quality solutions to corporations and institutions of all sizes.
LeoGroup’s financial concierge services, which is defined as any financial service that an individual or corporate executive does not have the time, desire, or expertise to address effectively, has proven to be a powerful resource to our client companies.
Understanding the many opportunities and challenges that exist for our clients, LeoGroup can work with the portfolio management and advisory teams of Endowments, Trusts and Foundations. Together, we help provide customized investment oversight and placement, asset allocation review and performance reporting.