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Wealth Management for High-Net-Worth Families Focused on Legacy & Tax Efficiency

Managing significant wealth requires more than investments. High-net-worth families need coordinated tax strategies, estate planning across generations, and governance that keeps family values intact. At LeClair, our flat-fee fiduciary model puts your legacy, not hidden fees, at the center of every decision.

OUR SERVICES INCLUDE to HOW WE SUPPORT FAMILIES WITH SIGNIFICANT WEALTH

  • Flat-Fee Fiduciary Wealth Management
  • Estate & Multi-Generational Planning
  • Tax Optimization & Income Layering
  • Philanthropic Strategy & Charitable Giving
  • Family Governance & Education

Build Your Family
Wealth Plan Today