Building a Legacy Wealthier than Money
Is Your Family Value at Risk?About Us
Your family has worked hard to get here. It’s time to relax and enjoy your time doing the things you love, with the people who mean the most.
The Lerner Group is dedicated to helping families achieve their goals and guiding them with a long-term strategy that both preserves and enhances wealth. Our goal is to ensure that your values and investments work in harmony.
We facilitate family meetings and other strategies to foster communication and encourage intentional decision making. We specialize in financial and estate planning for families and seek to capitalize on prudent market opportunities while minimizing risk. As your personal family office, we help you build a legacy wealthier than money.
Our Approach
Foundations Built on Family Values
Your family values are the foundation that your wealth is built upon. Our goal is to ensure that your values and investments work together in harmony. Our approach utilizes strategies that foster communication and inclusive family education to encourage intentional decision making.
Wealth Management
We design tailored financial plans and align your investment portfolios to reflect your family’s vision and values.
Estate Coordination
We provide strategic solutions that integrate the complexities of wealth transfer optimization.
Legacy Planning
We help families cultivate their vision and thoughtfully communicate their values to bestow a lasting legacy.
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LOCATIONS
ILLINOIS
500 Lake Cook Rd.
Suite 210
Deerfield, IL 60015
FLORIDA
5200 Town Center Circle
Suite 105
Boca Raton, FL 33486
CONTACT
Office: (847) 282-4225
Fax: (847) 572-1586
Toll Free: (888) 923-9990
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