Protecting & Preserving Wealth

Clients hire Lenox to become their “personal CFO” so we can help coordinate their total financial life.

Lenox Advisors is a Wealth Management firm that offers a full-range of financial solutions serving the needs of high net-worth individuals, families and companies. Since many of our clients receive advice from multiple sources (CPA, attorney, stockbroker, private banker, insurance agent, etc.), they ask us to take a leading role coordinating the advice from each professional and then implementing it so it is all working together. Through our partnerships, we leverage a financial planning platform that allows us to seamlessly integrate your entire financial life into an extensive plan giving you confidence that all your assets are working towards your goal.

The Lenox Personal CFO platform streamlines the financial planning process. It provides a single platform where we can advise clients on virtually all their financial matters.

Financial Planning

In order to create a financial plan that best suits your needs, we take the time to understand your goals and values and then develop strategies to help protect and preserve wealth. No matter where you are in life, we can provide guidance, tools, and solutions to help you prepare for life’s uncertainties.

Cash Flow & Retirement Planning

Understanding the balance between your financial commitments and your cash flow requirements will help us evaluate scenarios most suited for maintaining your lifestyle before and after retirement.

Estate, Gift & Trust Planning

Estate, gift and trust planning is more than wealth transfer upon death. Integrated estate planning considers your goals and values for a tax efficient disposition of your assets during life and beyond.

Education Planning

A college education is one of the most valuable gifts you can give a child, but it can also be one of the most expensive. Lenox Advisors can help you plan for those expensive bills, without sacrificing other important financial goals.

Philanthropic Planning

Creating a plan for charitable giving can be a complex — but rewarding — process. We’ll help you identify your specific goals for giving, and align your passion with a tailored, tax-efficient action plan.

Budgeting & Expense Management

Understanding the relationship between your financial commitments and your cash flow will help us prescribe budgeting scenarios best suited for you and your lifestyle.

Account Aggregation

Our account aggregation service allows you to store all of your financial account information in one on-line virtual vault easing the burden from going to multiple sites to view your complete financial life.