Strategic Alliances

Adding new skill sets and expertise to our clients’ financial plans

When many Lenox clients hire us to be the key coordinator and aggregator of their financial affairs, they often do so for two reasons: the Lenox CFO™, our proprietary platform for streamlining the financial planning process and our strategic alliances.

These alliances with accounting and law firms are established to provide clients with what we believe to be the best available advice and counsel on their complex financial affairs, including:

* Estate Planning
      o Wills, Trusts, GRATs
      o Family Foundations
      o Family Partnerships
* Tax Planning
      o Managing capital gains/losses
      o Tax return preparation
      o Quarterly income tax projections
      o Not-For-Profit Organization planning and returns
* Family Office Practice
      o Processing bills and invoice payments
      o Cash flow projections
      o Personal financial statements
      o Service payroll needs

Below are some firms with which Lenox has alliances. Click on the name to access their sites:

* Accounting Firms
      o Frankel Loughran Starr & Vallone
      o Ball Baker Leake
      o Berdon LLP
* Law Firms
      o Zukerman, Gore, Brandeis, LLP
      o Herbert E. Nass & Associates
      o O’Connor, Morss & O’Connor, P.C.
      o Sadis & Goldberg, LLP
      o Littman Krooks LLP
      o Diserio Martin O’Connor & Castiglioni LLP

Read the article, "Take the Plunge!" from Acounting Today in which Jonathan Wittlin, CPA, CFP and Senior Vice President of financial planning, explains why relationship-building and forming an understanding from where our clients are coming are so important for 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.

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