L&S Counselors Ltd Information

We help build, maintain, and enhance the multi-generational trusts and family offices established by families to manage their wealth, plan for their families' financial future, engage in investment opportunities and provide services to family members. In our experience, the physical aspects of wealth are often only part of the founders’ legacy. Sensitivity to how future generations participate in the legacy happens by choice not by accident. Using goal-based approaches, we develop techniques aimed at preserving and protecting clients’ wealth from both potential liability and waste. We promote transparent and conflict-free transition among generations in closely held businesses. We customize plans for family members, giving consideration to business impact, tax liabilities and personal risks as well as insurance coverage, asset holdings and philanthropy.