Family Office Services
Families with significant wealth have unique day-to-day and long-term needs. Legg Mason Investment Counsel offers specialized family office services to meet the needs of these exceptional families.
A wide range of solutions
Dedicated experts from our investment team and trust advisory group pull together many pieces of a family's financial fabric and put in place the services that are best aligned with a family's specific needs, goals, and objectives.
These services may include:
- Selection of investment advisors and evaluation of their performance
- Collaboration with family counsel on estate and tax planning, as well as family governance and succession planning
- Philanthropic consulting
- Family education programs
In addition, we can address administrative issues, such as:
- Bill paying and record keeping
- Coordination of non-marketable securities and other investments, including family partnerships
A high level of personal attention
We undertake our responsibilities with diligence and professionalism. Our commitment to quality and service extends to every relationship, every need. From personal interactions, to business matters and administrative tasks, our clients can expect their requests will be handled with the utmost care and confidentiality.
How Can We Help You?
Whatever your objective, we bring the commitment, experience, and expertise to help you achieve your goals.
Individuals & Families
A full range of services tailor-made to fit your individual needs.
Institutions
Put our proven investment management and counseling service to work for you and your organization.