Lehrer Management Company’s wealth management strategy involves bringing together the various planning components of your financial picture. These pieces may include estate, tax, and insurance planning. If you are already working with a professional, such as an estate attorney or CPA, we can bring your outside advisors together, integrating them with our investment strategy, to ensure that a complete and appropriate wealth management plan is in place.

If you do not yet have a wealth plan in place, we have compiled an extensive network of professionals that can assist you. LMC will work with these advisors to integrate your investment strategy, developing a total wealth management solution.

Wealth Management Services offered by LMC are:

Estate Planning

Estate planning is an essential part of any wealth management plan. An estate plan allows you to decide how your assets are distributed, both during your lifetime and at your death. We will assist in structuring your estate plan to maximize wealth passed on to heirs and charities, while minimizing taxes and other expenses. By having the appropriate documents in place, you are typically able to avoid the fees and delays associated with probate.

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Tax Planning

Tax planning is an integral part of your wealth management strategy. Tax planning usually involves strategies to minimize your income tax liability. We will look at your current tax situation, investment strategy, and current assets to create the most tax efficient strategy possible.

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Risk Management & Insurance

Events can occur at anytime that could limit your ability to produce income, or even worse, deplete your assets entirely. The most common types of occurrences include medical problems, litigation, fire/theft, and estate disputes. LMC will assist you in determining your risks and finding ways to prepare for them through the appropriate forms of insurance.

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Philanthropic Planning

Many clients view wealth as an opportunity to give back to the community and improve the world around them. LMC can assist you in determining the best way to contribute to the organizations of your choosing. This can often lead to the creation of a foundation or other legal entity, which helps to ensure that your money is directed according to your wishes.

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