Foundations Built on Family Values

Your family values are the foundation that your wealth is built on. Our goal is to ensure that your values and investments work 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.

Our Services:
  • Financial Plan

  • Investment Management

 

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Estate Coordination

The Lerner Group provides strategic, sustainable solutions that integrate the complexities of intergenerational wealth.

Services Include:
  • Estate Planning

  • Tax Optimization

 

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Legacy Planning

We help families cultivate their vision and thoughtfully communicate their values to bestow a lasting legacy.

Services Include:
  • Strategic Family Vision

  • Financial Literacy & Education

 

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Contact The Lerner Group

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