Private Client Services
LVWM’s Private Wealth Division is for individuals and families that have more than $5 million in investable assets.
Inspired Collaboration
Managing your wealth to your unique and specific goals means delivering a collaborative experience that includes:
Collaborative guidance
If preferred, we can work with your existing professional advisors including your tax and legal counsel. When desired, we can assist in the search and selection of additional support.
Philanthropic insight
To help you plan your legacy, we offer innovative resources to help you provide for your favorite charities and endowments.
Innovative strategies
By gaining a deep understanding of what you would like to accomplish with your wealth, we are able to develop customized strategies for your consideration.
Collected expertise
You gain access to a network of tax, legal, and insurance professionals to support all facets of your wealth management.