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Building a Legacy Wealthier than Money

Is Your Family Value at Risk?

Multigenerational Wealth Transfer Guide DOWNLOAD NOW

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.

Meet Your Team

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.

Learn About Our Services

Blogs
Moving Markets Blog Image

MOVING MARKETS

Moving Markets is your solution for keeping up with the ever-changing financial markets. Navigating the economic landscape by interpreting news and market trends can be daunting. JR Gondeck, Partner...

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THE WEALTH³ APPROACH Blog Image

THE WEALTH³ APPROACH

We like to think of wealth planning in an unconventional way. We believe that your family values are the foundation your wealth is built on. Our wealth approach utilizes strategies that foster communication and...

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MONEY TALKS Blog Image

MONEY TALKS

Let’s face it, money is not always a topic many women feel comfortable discussing. Money Talks aims to help you feel confident when making financial decisions for yourself and your family...

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BLUEPRINT 4 GROWTH Blog Image

BLUEPRINT 4 GROWTH

Blueprint 4 Growth features “timely & timeless” ideas and best practices of high-performance growth firms focused on building the practice of the future. One of the central organizing principles is to...

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THE SHARPE INVESTOR Blog Image

THE SHARPE INVESTOR

Hello and welcome to The Sharpe Investor! Here we will dive into different economic and financial topics to find out what they really mean and more importantly, what they mean for you. Investing can be an...

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The Lerner Group

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