ADVANCED WEALTH PLANNING FOR BUSINESS OWNERS, FAMILIES & FAMILY OFFICES

At LeClair, we don’t do cookie-cutter advice. We create advanced, flat-fee fiduciary strategies built around your values, structured for your goals, and coordinated across every part of your financial life.

Wealth Enhancement

ENHANCE YOUR WEALTH THROUGH SMARTER TAX-AWARE STRATEGIES

You built your success with discipline, not by chasing markets. We apply the same thinking to your wealth: optimizing cash flow, aligning risk, and reducing taxes so your money works harder for you.

Wealth enhancement isn’t just about performance. It’s about cash flow, risk alignment, and tax efficiency, optimized over time.

What We Deliver:

Evidence-based portfolio design
Tax-aware investment implementation
Cash flow and liquidity optimization
Access to private investment opportunities (when appropriate)
Continuous review of performance vs. purpose

As a flat-fee fiduciary, we have no incentive to take unnecessary risks or push products. Our only agenda is yours.

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Wealth Transfer

Preserve What You’ve Built for the People You Love

Estate planning isn’t just about documents, it’s about preparing heirs, honoring values, and protecting relationships. We design multi-generational strategies that go beyond tax reduction, so your family is equipped for decades to come.

True wealth transfer isn’t just about tax reduction or asset distribution, it’s about preparing heirs, honoring values, and protecting relationships for decades to come.

What We Deliver:

Multi-generational trust structures
Estate tax mitigation planning
Succession and inheritance strategies
Family governance and education frameworks
Coordination with your attorney and key advisors

We help your family understand the “why” behind the plan so your legacy carries both value and meaning.

Download the Legacy Checklist

Wealth Protection

Plan for the Unknown Without Living in Fear

We ask one simple question: What could disrupt your future? Then we design structures that answer: nothing we haven’t planned for.

Then we help you structure your financial life so the answer is: nothing we haven’t planned for.

What We Deliver:

Asset protection structures and legal entity planning
Divorce, liability, and creditor protection strategies
Risk audits for business owners and real estate investors
Insurance evaluations (life, disability, long-term care)
Coordination with legal and insurance professionals

We don’t sell insurance. We help you understand if and where it belongs in your plan—objectively.

Explore Protection Planning

Charitable Giving & Tax Mitigation

Reduce Tax. Create Impact. Keep More of What You’ve Earned.

Giving and saving taxes aren’t mutually exclusive. We design strategies that let you keep more of what you’ve earned and, if you choose, use it to make a lasting difference.

Our planning integrates tax mitigation across every decision-before a liquidity event, before a gift, and before the IRS takes more than it

What We Deliver:

Advanced tax planning for income, capital gains, and estate
Philanthropic strategies (DAFS, CRTS, CLTs, family foundations)
Business exit tax planning (pre-sale strategies, QSBS, installment sales)
Strategic gifting and charitable legacy frameworks
Ongoing coordination with your CPA, attorney, and family members

Giving and saving taxes aren’t mutually exclusive. We help you align both to your values and financial goals.

Download Our Tax Strategy Guide

The LeClair Difference

Every strategy we create is designed around a simple question:
What would I recommend if I were sitting on your side of the table-knowing everything I know?
We are a flat-fee, fiduciary partner for those who’ve built something real. Our advanced planning isn’t driven by commissions, percentages, or product sales. It’s driven by what’s best for you, your family, and your legacy.

Schedule a Conversation Learn About Our Fee Structure