Family Wealth Management
A Trusted Partner for Your
Family Wealth & Legacy
Family Wealth Planning
Wealth often extends beyond your own financial goals. You may be helping children launch their adult lives, caring for aging parents, supporting loved ones, or thinking about the legacy you want to leave behind.
At LNW, we help families navigate the financial decisions that shape their future—across generations.
How We Help Families
The Family Today
Managing today’s priorities
From aging parents to major life transitions, we help families navigate financial complexity with clarity and confidence.
The Next Generation
Preparing future stewards
Support the growth, education, and financial readiness of children and grandchildren.
Your Legacy
Planning for lasting impact
Align your wealth, values, and long-term goals to support future generations and the causes you care about.
Why Families Work With LNW
Founded in 1967 as a trust company, LNW has spent nearly six decades helping families navigate the opportunities and complexities that accompany significant wealth.
Our advisors bring together investment management, trust and estate expertise, wealth planning, and family guidance to help clients make informed decisions with confidence.
Family Office Services
For families with greater complexity, LNW Family Office Services provide customized support and coordination tailored to your family’s unique needs and objectives.
Services may include:
- Advisor and professional coordination
- Estate, gift, and wealth transfer planning
- Family mission, vision, and values discussions
- Philanthropic and legacy planning
- Next-generation education and stewardship
- Consolidated reporting across family assets and entities
- Tailored administrative support
Building for Future Generations
Every family is different. Our role is to help you navigate complexity, support the people you care about, and make decisions that reflect your goals, values, and vision for the future.
GET IN TOUCH
Let’s discuss the possibilities
We’d love to dig deeper into what you’re looking for and discuss how our team could partner with you.
To start the conversation, just fill out the simple form below. We look forward to meeting you.
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