Wealth comes in many forms and serves many purposes. At Leisure Capital Management, our role is to help investors, wealthy families, and family foundations build and protect generational wealth.
While every one of our clients is unique, they do have a handful of things in common.
Complex finances that require diligent management of a growing portfolio of accounts and assets, as well as impactful insights that inform wise decisions and help generate growth.
Cherished values that guide their financial decisions. They have a strong desire to integrate their values into their financial lives, and to actively carry those values across future generations using trusts, tax-deferred accounts, and other important estate planning tools.