Do you need professional assistance coordinating and managing your financial affairs? Do you lack the time or expertise required to manage your family’s personal assets?

At ls and company, we offer various services as part of our family office function to help serve a family’s needs and goals:

  • Mergers and acquisitions assistance including handling the due diligence process
  • Estate, tax and financial planning
  • Various accounting services, including bill pay and income tax return preparation
  • Litigation support
  • Mentoring
  • Act as a go between for family members
  • Trust administration
  • Document and record retention
  • Philanthropic planning and consulting
  • Advisor Management