The Lenox CFO™

Integrating and Organizing Every Aspect of Your Financial Life


As their wealth grows, affluent individuals express concern that their financial lives are increasingly complex. They face a wide array of complicated decisions every day. How can they secure their financial future, including estate planning, retirement and asset management? How do they communicate their financial values to their children? What is the best way to care for aging parents? How do they meet philanthropic aspirations?

Clients hire Lenox to become their “personal CFO.” As a single-source financial advocate, Lenox works collaboratively with clients’ advisors to create a focused, vertically integrated strategy that drives all present and future financial-related decision-making. The Lenox CFO™, the firm’s proprietary platform for streamlining the financial planning process, enables Lenox to coordinate each client’s financial matters — asset management, risk management, retirement, insurance, children’s college and estate planning*.

Lenox Advisors’ team of Certified Financial Planners™ professionals (CFP® professionals), Certified Public Accountants (CPAs) and attorneys work together to provide clients with comprehensive planning advice, continuously, as the economic environment and their personal circumstances change.

Cutting-edge technology gives Lenox Advisors’ clients the ability to organize all of their advisors and assets and consolidate them in the same place, at the same time. This frees them from the smallest (but often the most critical) details of wealth management, giving clients the freedom to devote more time and attention to other important aspects of their lives.

A key differentiator of Lenox is our values-based approach to wealth management and how it threads throughout your relationship with Lenox. All of our recommendations are sourced through your “Money Constitution,” a document reflecting your (and your spouse’s) relationship to money.

For example, what are the values you grew up with and what do you want to pass on to your children? What values do you and your spouse agree and disagree on? What would we have to do together over the next five years for you and your spouse to believe we’ve succeeded in managing your financial affairs?

Realizing that wealth management is a family issue, Lenox has a proprietary platform, the Lenox Money-Smart Kids™ Program, to help parents communicate their financial values and educate their children about money and philanthropy. Lenox knows preserving generational wealth cannot be accomplished without preserving values.


  • Cash Flow/Retirement Planning
    • “What if” Scenarios
    • Major Purchase Expense
      Modeling
    • Retirement Income, Distribution and
      Tax Minimization Strategies
  • Asset Allocation Strategies
  • Account Aggregation
  • Education Funding
  • Estate Planning Strategies
  • Risk Management/Insurance
    Coverage
  • Lenox Vault for all Personal
    Documents
  • Balance Sheet/Net Worth Statements
  • Lenox Money-Smart Kids™ Program
    • Financial Literacy Resources
    • Age-Based Lesson Plans for Children

“Managing your wealth can be an intimidating process. We turn anxiety into empowerment by working with our clients to develop a set of financial goals and a game plan for achieving them.”

Rick Van Benschoten, CFP®
Managing Partner
Lenox Advisors

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*Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management services through MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML Investors Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC.

Copyright (c) 2011 Lenox Advisors All rights reserved.

CRN201111-128530