We design tailored financial plans and align your investment portfolios to reflect your family’s vision and values.
We provide strategic solutions that integrate the complexities of wealth transfer optimization.
We help families cultivate their vision and thoughtfully communicate their values to bestow a lasting legacy.
Whether an owner is launching their first firm or their business has grown to the point of exit planning, business owners operate differently than the average investor. The Lerner Group helps business owners at every stage to help achieve their personal financial goals in unison with their business objectives.
The Lerner Group helps business owners by: