Greater wealth goes hand-in-hand with a higher level of complexity. The scope of these larger portfolios requires diligent management of each asset, as well as a deep understanding of the role of each component within the total portfolio. Our clients value our insights and ability to inform wise decisions that help generate long-term growth.
Family wealth should never be taken for granted. And yet there is good reason the phrase “shirtsleeves to shirtsleeves in three generations” came to be. Without careful guidance, it is not uncommon for future generations to exhaust family wealth much more quickly than it was accumulated. Our high-net-worth clients are dedicated to continuing their family legacies, and they appreciate our commitment to working with the next generation—and those to come—to provide education, tools, and professional guidance that support optimal financial decisions.
One of the greatest luxuries of wealth is the ability to give to others. Many of our clients have established private family foundations that enable them to grow their charitable funds wisely, and to transfer the control of those assets to their children and grandchildren to continue their legacy of giving. Our team supports these efforts by actively working with our clients to find creative ways to give their time, money, and resources to help people and causes in need—and by creating a tax-advantaged strategy to increase the giving power of every philanthropic dollar.
At Leisure Capital Management, our services, our approach, and our team all work in concert to help each client reach their unique financial objectives, whatever they may be. We would love to explore how we can help you achieve your own goals—in your own lifetime and for generations to come.