The Lenox Group serves the needs of wealthy individuals and their families, endowments, foundations and closely held businesses. Our recommendations take into account prevailing market, economic and geopolitical conditions, but more importantly, are based strictly on our clients' unique goals, time horizon and tolerance for risk. At The Lenox Group, we understand that many capable wealth managers are competing for our clients' business. We are acutely aware that when they choose a manager, they trust them not only with their assets but with their long-term financial security. We are committed to providing the service and resources they need to help achieve their evolving financial goals.
The Lenox Group serves the needs of wealthy individuals and their families, endowments, foundations and closely held businesses. Our recommendations take into account prevailing market, economic and geopolitical conditions, but more importantly, are based strictly on our clients' unique goals, time horizon and tolerance for risk. At The Lenox Group, we understand that many capable wealth managers are competing for our clients' business. We are acutely aware that when they choose a manager, they trust them not only with their assets but with their long-term financial security. We are committed to providing the service and resources they need to help achieve their evolving financial goals.
How can financial advisors apply a “family”-like ethos toward the responsibilities of wealth?
Family dynamics are anything but simple, and as a family and its wealth grow, so do the complexities of effectively managing that wealth. This complexity is only compounded when individual family members haven’t defined their goals. In fact, they may not even know what those goals are. We at The Lenox Group start with those […]
