TAX TUNE-UP FOR YOUR INVESTMENT PORTFOLIO
At LNWM, tax planning is a core part of our investment process. That’s because our ultimate goal is maximizing your risk-adjusted return after taxes. Regardless of the tax environment – and we have seen major changes in the past 50 years – our focus on tax-efficiency is unrelenting as a way to enhance net return without increasing risk.
- Asset allocation
- Investment & asset manager selection
- Risk management
- Investment tax planning
- Traditional & alternative investments
- Impact investing and SRI
Strategic, intelligent stewardship of your investments is about results. We focus on your goals and on “real” return: what our clients earn after income and capital gains taxes, fees and the impact of inflation.
- Retirement planning
- Budgeting & cash flow management
- Planning for major expenditures
- Integrated tax planning
- Financial risk management
- Strategies for business owners
We provide a full range of financial planning expertise to help you prepare for retirement, sustainability of lifestyle, college funding, taxes, risk and other financial needs.
TRUST & ESTATE SERVICES
- Trust planning & management
- Professional trustee services
- Investment management of trust assets
- Estate tax planning
- Philanthropic planning
- Endowments and Foundations
Whether you want to maximize inheritance for your heirs, keep the family business in the family, or leave a philanthropic legacy, we work diligently to make your wishes a reality.