Protecting confidentiality of all client information.
“Confidentiality requires client information to be protected and maintained in such a manner that allows access only to those who are authorized. A relationship of trust and confidence with the client can only be built on the understanding that the client’s information will not be disclosed inappropriately.”Financial Planning Standards Board – Principle #7
Given the discreet and highly confidential relationship between LeoGroup and its clients, we choose not to publically disclose client names. However, we would be more than happy to make arrangements for a phone call or face-to-face meeting with those clients who have agreed to make themselves available upon request. First-hand testimonials directly from similarly situated clients are an excellent way to understand the value proposition of LeoGroup’s services.
Examples of clients willing to serve as a reference upon request:
- Art Dealers
- Business Owners (small, mid-sized, and large)
- Corporate Executives (Current & Retired)
- International Assignees
- Professional Athletes
- Successful Entrepreneurs