The Lerner Group provides an array of services that are tailored to each family’s needs. Our team operates on a core values system. We take a holistic, family approach to wealth management that encourages open communication and continued learning throughout all generations.
We design tailored financial plans and align your investment portfolios to reflect your family’s vision and values.
Providing a financial plan and the tools to prepare you for key stages in life from lifestyle planning to business succession.
Holistically evaluating your total portfolio and tailoring a strategy to help meet your financial aspirations.
Personalized income streams
We provide strategic sustainable solutions that integrate the complexities of wealth transfer optimization.
Our team reviews your existing plan or helps you design one that ensures your goals are protected and your wishes are honored.
We assist in identifying all required items that need to be administered for your estate plan.
We partner with your attorney and CPA to create efficient tax results for your overall wealth and estate plan
We help families cultivate their vision and thoughtfully communicate their values to bestow a lasting legacy.
Strategic Family Vision
Facilitating the creation of a family vision and providing the tools to communicate it with your family to pass on a lasting legacy.
Financial Literacy & Education
Elevating families financial knowledge through educational meetings and targeted discussions to support informed decision making.