For business owners, high net-worth families, family offices.
At LeClair, we partner with capital creators business owners, family leaders, and family offices who have built real success. You deserve more than investment management: advanced planning that protects wealth, reduces taxes, and unlocks 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.
100% Independent, conflict-free advice
Tax, estate, and investment strategies aligned
Tax, estate, & investment strategies aligned
Direct access to private and institutional investments
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.
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
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.
A 3-step process for business owners, high net-worth families, and family offices.
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.
Supporting business owners, families, and family offices across the country.
They spoke our language—business, tax, and family. And they made the complex feel simple.
Private Equity partner, FloridaAs 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.
LeClair helped us go beyond portfolio management and build a multi-generational plan with real clarity.
Second-generation business owner, Ohio