OUR Services

High Net Worth Individuals

Individuals with investable assets in excess of $1 million are considered a High Net Worth Individual (HNWI). While the exact monetary figure may change depending on the financial institution or the region, one thing is for certain—more money means more work to preserve those assets. When partnering with LMC, clients know they are teaming up with tax professionals who make it a priority to listen. We can provide our signature investment management advice, estate and trust planning, tax planning, and other services all specific to our clients needs.
Our Approach

LMC will…

  • Execute a comprehensive wealth management plan
  • Protect assets from risks and liabilities
  • Minimize tax liability to help build a financial legacy

HNWI strategy

Asset allocation

Planning and management

Industries Served

At LMC, we don’t just immerse ourselves in our client’s business but their industry as well. Our in-depth understanding comes from knowing the ins and outs of our clients specific challenges, the relevant opportunities available and what it means to achieve success. Our areas of specialties include: