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THE LECLAIR DIFFERENCE
A Flat-Fee Fiduciary Partner for Those Who've Built Something Real
At LeClair, we partner with capital creators: business owners, family leaders, and family offices who have built something real. You deserve more than investment management. You deserve advanced planning that protects your wealth, minimizes taxes, and unlocks opportunities for growth.
Unlike firms that charge based on your assets, we believe in transparency. That’s why we charge a flat fee, ensuring your strategy is built solely around your success, not ours.
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100% Independent, conflict-free advice -
Integrated tax, estate, and investment planning -
Direct access to private and institutional investments
Transform your wealth into a lasting legacy
FLAT-FEE WEALTH MANAGEMENT FOR:
Business Owners
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Maximize the value of your business while protecting your family’s financial future. From succession planning to tax strategies and liquidity events, we help you align your business success with long-term wealth
HIGH NET-WORTH FAMILIES
- Preserve and grow your wealth across generations. We simplify complex financial lives with proactive tax planning, advanced investment strategies, and a clear path to protect your family’s legacy
Family Offices
- Support your family office with institutional-level expertise. Our team integrates advanced tax mitigation, governance, and exclusive direct investment opportunities to ensure your wealth serves generations to come.
The LeClair Process
A 3-Step Process for Business Owners, High Net-Worth Families, and Family Offices
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Discovery Meeting
Every great plan begins with understanding. We take the time to learn who you are, what you value, and the legacy you want to build, before talking numbers.
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Initial Wealth Plan
We translate what matters most to you into an actionable wealth plan. This initial roadmap highlights opportunities, uncovers risks, and sets the foundation for long-term strategies.
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Advance Planning Roadmap
From wealth transfer to tax mitigation and investment
opportunities, our ongoing roadmap evolves with you, ensuring your financial life always aligns with your goals and legacy.
Not Sure Where to Start?
Begin with Our Planning Checklist
Our free checklist helps business owners, high net-worth families, and family offices uncover blind spots in their wealth strategy, from taxes to investments to legacy planning, so you can make smarter decisions with confidence.
TRUSTED BY BUSINESS OWNERS, FAMILIES AND FAMILY OFFICES NATIONWIDE
LeClair helped us go beyond portfolio management and build a multi-generational plan with real clarity.
They spoke our language--business, tax, and family. And they made the complex feel simple.
Let's Build What's Next,
Together.
As a business owner, high net-worth family, or family office, you deserve more than investment advice. You deserve a flat-fee fiduciary partner who aligns your wealth with your vision, protects your legacy, and creates clarity for what’s next.