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CLIENTS WE HELP

Wealth Strategies for Entrepreneurs, Families, and Family Offices

At LeClair Wealth Partners, we work with those who’ve built something real: business owners, entrepreneurs, and multi-generational families. Our flat-fee fiduciary model gives you clarity, confidence, and control over how your wealth is managed, protected, and grown.

Whether selling a business, preserving a legacy, or managing complex assets, you need more than investment management. We deliver integrated tax strategies, wealth protection, and advanced planning built around your vision.

How Our Engagement Works

  • Discovery Meeting

    We start by learning your story: who you are, what you’ve built, who you love, and what matters most. This is where we uncover your values, priorities, and goals before any financial numbers come into play.

  • Initial Wealth Plan

    We deliver a strategic plan that reflects your values, priorities, and risks. It’s your opportunity to see how we think, identify gaps, and experience our approach before making a commitment.

  • Commitment & Advisory Relationship

    If there’s a mutual fit, we move forward into a flat-fee advisory relationship. From there, we implement your full Advanced Planning Roadmap across four areas: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving & Tax Mitigation. You’ll receive proactive updates, coordinated advice, and access to our team whenever you need it.

Business Owners & Entrepreneurs

Exit Planning, Tax Strategy, and Legacy Protection

If you’re a business owner preparing for a sale, navigating growth, or building a succession plan, we help you:

  1. Maximize value in a business exit
  2. Structure advanced tax mitigation strategies (QSBS, CRUTs, CLTs, DAFs)
  3. Coordinate wealth transfer and estate planning
  4. Access private investment opportunities for post-sale liquidity
Learn More About Our Business Owner Services

High Net-Worth Families

Comprehensive Wealth Planning That Aligns With Your Values

We help affluent families simplify complexity and create tax-efficient plans that protect both assets and relationships. Our services for HNW families include:

  1. Flat fee fiduciary wealth management
  2. Multi-generational trust and estate planning
  3. Investment management beyond public markets
  4. Charitable giving strategies
Learn More About Our Family Wealth Planning

Family Offices

Integrated Advisory for Complex Wealth Structures

For established and emerging family offices, LeClair provides fiduciary planning, investment strategy, and tax optimization without the conflicts of traditional institutions.

Our family office services cover:

  1. Tax mitigation across multiple generations
  2. Private investment sourcing and due diligence
  3. Risk management and asset protection planning
  4. Coordinating legal, tax, and investment professionals
Explore Our Family Office Services

Align Your Wealth
with Your Vision

Whether you’re preparing to sell a business or building a multi-generational legacy, our team is ready to help you align your wealth with your vision.

Schedule a Call Download Our Engagement Overview