At LeClair, every strategy begins with one question:
What would I recommend if I were sitting on your side of the table?
As a flat-fee fiduciary, our advice is free from commissions, percentages, or product sales. Our advanced planning is driven only by what’s best for you, your family, and your legacy.
LeClair was founded to serve as the trusted partner for high-net-worth families, business owners, and family offices. With expertise spanning wealth planning, business advisory, and private investments, we provide one-call clarity for even the most complex financial challenges.
Whether it’s building an advanced tax strategy, optimizing a business sale, or accessing private investment opportunities, we design solutions aligned with your values and vision.
Through our deep professional network, we collaborate with tax, legal, and investment specialists to deliver truly customized guidance, helping you pursue your goals with clarity and confidence.
Our mission is simple: empower successful families and business owners to maximize outcomes, protect legacies, and create impact.
We deliver comprehensive solutions across wealth planning, tax mitigation, and private investment opportunities—helping you achieve your financial goals while making a lasting difference for your family, business, community.
Our pledge is to be your unwavering partner. From wealth management to business strategy to private investments, we provide tailored guidance, transparent communication, and strategies aligned with your best interests.
While no one can predict the future, we promise to adapt with you, evolve as your needs change, and always put your goals first.
If preserving your legacy is a priority, explore how our advanced planning approach can help.
Your financial life is complex—whether growing a business, protecting wealth, or planning ahead. You need a partner who understands your challenges and aligns every solution with your goals.
LeClair provides clarity and expertise across wealth management, business strategy, and exclusive investments.
