Wealth strategies for entrepreneurs and families. LeClair Private Wealth helps you grow and protect wealth with a flat-fee fiduciary model.
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.
As a business owner, your financial life is more complex than the average investor. Your wealth is tied to your company, your exit strategy impacts your legacy, and your tax exposure is higher.
That’s why we deliver integrated strategies that help you manage growth, plan your exit, and protect what you’ve built.
& Sale Readiness
Tax Mitigation
& Estate Planning
Opportunities
& Wealth Protection
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.
We help affluent families simplify complexity and create tax-efficient plans that protect both assets and relationships.
Whether building a new family office or enhancing an existing one, LeClair provides flat-fee fiduciary guidance integrating legal, tax, and investment strategies to help families align wealth with values, preserve legacies, and access exclusive opportunities
Our family office services cover all aspects of complex wealth management—from tax mitigation to multi-family collaboration.
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.
