Financial Planning

Sound strategies for achieving important financial goals

Creating a plan for the future demands a thorough understanding of the many factors that influence a client's financial picture. LWC Trustees leverage their in-depth understanding of individual circumstances to provide financial planning solutions that encompass every facet of the client's financial life.

Drawing on the broad professional resources within the firm, Trustees:

  • Help clients make informed decisions on a range of issues—from tax planning and budgeting to funding education or the acquisition or liquidation of major assets
  • Provide comprehensive financial plans that align with the client’s investment, estate planning and philanthropic strategies
  • For clients with an outside financial planner, help ensure seamless integration of these plans with the client's investment program