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1

50 W. Lancaster Ave., Ardmore, PA 19003 610-896-6435

ATM Safety Deposit Boxes Coin Machine  Bank Branch

2

5000 Pennell Road, Aston, PA 19014 610-364-7800

ATM Safety Deposit Boxes  Bank Branch

3

135 City Ave., Bala Cynwyd, PA 19004 610-664-6293

ATM Safety Deposit Boxes  Bank Branch

4

599 Skippack Pike, Blue Bell, PA 19422 215-646-9102

ATM Safety Deposit Boxes Coin Machine  Bank Branch

5

3218 Edgmont Ave., Brookhaven, PA 19015 610-876-6293

ATM Safety Deposit Boxes Coin Machine  Bank Branch

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Bryn Mawr, PA 19010 610-581-4910
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lau associates logo

Whether you are part of a multi-generational family of inherited wealth or an entrepreneur who has recently created your own wealth, you have a unique need for trusted support and counsel.

Lau Associates is a family office company that provides financial and estate planning and investment and tax counsel to wealthy individuals and families. The firm has a particular strength in managing the often unspoken challenges of wealth.

We provide the highly personalized services that you would expect from a family office, ranging from investment management to bill paying.

But with a difference…

We are particularly skilled at helping wealthy families and individuals navigate the financial – and personal – paths that they travel.

We speak in plain English. We talk – and help you talk – openly about wealth, expectations, goals, and risks as you build a new path forward. We help create unity and harmony, not just on your balance sheet, but in your life, too.

At the end of the day, our goal is for you to relax and focus on what you care about most.

Wealth Management

We take an integrated approach to financial planning, investment management, tax planning and strategic planning that enables you to see the whole picture and gain greater confidence in your financial decision making.

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Family Office Services

While substantial wealth provides an opportunity to pursue diverse passions, it is often accompanied by complex financial structures, multiple residences, and other multidimensional situations.

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Financial Planning

Lau Associates’ financial, estate, and tax planning services help you organize and manage wealth in order to both enrich and simplify your life.

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Investment Management

At Lau Associates, our mission is to help you achieve a better quality of life and protect your wealth for current and future generations.

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Tax Services

In-house access to highly experienced experts to prepare your tax returns and/or coordinate the management of tax information and payments with your other tax advisors.

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Multi-Generational Services

We begin the planning process with communication, helping you and your family talk honestly and openly about your feelings about money, your goals, and your hopes and fears.

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