High Net Worth
Our Affluent clients have complex needs and high expectations for exclusive experiences and trusted advice to help them grow, leverage, protect, and transfer their wealth.
Our High-Net-Worth Services team works exclusively to support you with the planning and investing needs of your clients. Partnering with LPL provide clients with convenient, customized, single-source access to a broad range of subject matter expertise and time-tested capabilities for:
- Advanced planning – Experienced planners create comprehensive plans on your behalf that include plan design, summary, and report creation.
- Estate and philanthropic planning – Help our clients to effectively and efficiently pursue their wealth transfer goals with new strategies and opportunities for improvement.
- Tax planning – Add CPAs and legal specialists to your team to deliver tax plans that help make the tax code work for your clients.
- Customized portfolio construction – We analyze your portfolio and present guidance, aligned with their risk and return objectives, in a high-end deliverable.
Investment proposals – Access an industry-leading investment proposal that illustrates your current account against your proposed solution.
Business Owners and Executives
Financial planning is critical for business owners seeking to secure their financial future and ensure the longevity of their enterprise. A comprehensive financial plan addresses both personal and business finances, including cash flow management, retirement planning, tax strategies, and risk management. By developing a robust financial strategy, small business owners can make informed decisions, optimize their resources, and achieve their long-term goals. Effective financial planning also provides a framework for navigating economic uncertainties and capitalizing on growth opportunities, ultimately fostering a stable and prosperous business environment.
Foundations and Endowments
Elevate the impact of your foundation or endowment with our specialized financial management services. We understand the unique needs and objectives of charitable organizations, and we are dedicated to helping you achieve your mission. Our expert team provides tailored investment strategies, robust risk management, and comprehensive financial planning to ensure your funds are managed effectively and sustainably. By maximizing returns and minimizing risks, we help your foundation or endowment grow and thrive, enabling you to make a lasting difference. Partner with us to secure your financial future and amplify your organization's impact on the community.