LHT's investment management process seeks to leverage the experience of it's partners and Advisory Board to offer documented, customized solutions regarding matters of investment policy, asset allocation, product selection and analysis for individuals and families designed to meet your investment objectives. Our goal is to provide suitable education and guidance in order to help you better understand the philosophy and strategy of an investment, and ultimately its drivers of performance.
To paraphrase Epictetus: "Wealth consists in having few wants." LHT understands families and closely-held businesses are about more than just their portfolio. We approach each client in an integrated fashion to fully understand their finances, intentions, objectives and goals. This detailed process allows us to create a complete financial summary while working with family members, stakeholders, and outside advisors to customize a strategy that manages the complexities of one's financial and personal life.
Whether business owners are looking for ways to grow revenue and cash flow, or understand the current industry valuation of their company, LHT can help. LHT's team of Investment Professionals can assess your current business model and competitive landscape in order to create a strategic vision. This strategic plan will help management decide if it they want to grow or exit their business as well as weigh different options for transition and growth.
Family Office Services
For select families who wish to have assets managed from a single office, LHT can help with the financial oversight of all assets in accordance with the "Family Mission Statement," as well as offer consolidated reporting for all estate activity. LHT's suite of services includes philanthropic and foundation management, bill paying assistance, special situation asset class research, bank financing analysis and negotiation, next generation planning and education and facilitation of Family meetings.
Estate Planning and Trustee Services
LHT understands the importance of having one's needs honored, even when they are unable to manage their own affairs. We work with outside advisors to draft essential estate planning documents such as wills, power of attorney contracts and healthcare proxies. In some instances, we will serve as trustee when needed for families and provide the reporting and monitoring required in the transferring of wealth to the next generation.
Need more details? Contact us
We are here to assist. Contact us by phone or email.