LA Wealth offers expertise in managing investment portfolios, including asset allocation, investment selection, and risk management, tailored to the family’s goals and risk tolerance.Investment Managementget started
LA Wealth assists in creating and implementing a comprehensive financial plan that encompasses wealth preservation, cash flow management, retirement planning, and education funding.Financial Planningget started
LA Wealth helps clients develop strategies to effectively transfer and protect their wealth for future generations, including wills, trusts, and charitable giving plans.Estate Planningget started
LA Wealth provides guidance on tax-efficient strategies, helps with tax compliance, and seeks to minimize the family’s tax burden while maximizing after-tax returns.Tax Planning & Optimizationget started
Philanthropy & Charitable GivingLA Wealth assists in developing and implementing philanthropic strategies, including establishing charitable foundations or donor-advised funds, and managing charitable giving to align with the family’s values.get started
Risk Management & InsuranceLA Wealth assesses risks and advises on appropriate insurance coverage for personal assets, liability protection, and other risk mitigation strategies.get started
Family Governance & Succession PlanningLA Wealth facilitates discussions on family governance, succession planning, and wealth transfer, helping to preserve family harmony and legacy for future generations.get started
Coordination of ProfessionalsLA Wealth acts as a central hub, coordinating and collaborating with other professionals such as attorneys, accountants, and investment managers to ensure seamless integration of various financial aspects.get started
Reporting & CommunicationLA Wealth provides regular reporting on financial performance, as well as effective communication and collaboration with family members to keep them informed and engaged in the decision-making process.
These services are tailored to meet the specific needs, goals, and values of each family, creating a holistic approach to wealth management and fostering long-term financial success.get started
