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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 610-581-4839
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Frequently Asked Questions

Lau Associates

Our clients tell us that we are different from other firms in the following ways:

  • We are particularly skilled at helping wealthy families and individuals navigate the financial – and personal – paths that they travel.
  • We emphasize and facilitate direct and effective communication between client family members and their advisors, and
  • The size of our firm and flat-fee compensation structure allow us to remain objective and focus on service and results as opposed to product sales and increased revenue from investment assets.  We have highly qualified, experienced staff who are available to all of our clients.

Our multi-family office services include financial planning, sophisticated investment strategies, tax and estate planning, risk management, consolidated record-keeping and reporting, intergenerational planning and counseling, and family philanthropy.  In addition to these broad categories, we offer highly personalized services according to your unique needs, such as navigating health and long-term care options.  Our goal is to free you from the administrative burdens that often accompany significant wealth.

Our highly credentialed staff can provide you with in-house expertise that is broad and deep.  We will work to streamline your complex financial affairs, creating systems that give you confidence your money will be well managed.  Free of the day-to-day pressures of managing your financial world, you can concentrate on what is truly important for you and your family.  We can serve as the point person for your other professional advisors and are always ready to serve as a sounding board and resource about any financial or personal matter.

Lau Associates’ compensation comes from an annual retainer which is determined by the size and complexity of your situation.  We do not accept commissions or asset-based fees of any kind.

We find that our comprehensive financial planning services are usually best for clients with a minimum portfolio size of $2 million and net worth of at least $5 million.

Yes. While we call Delaware home, we work with clients throughout the United States and in a number of foreign countries.

We define success as the ability to make a positive difference in a client’s life.  We have long term relationships with our clients allowing us the opportunity to coach on many levels. Combining technical knowledge and a personal connection, we help our clients define and achieve their goals and design their legacies.

Lau manages personalized investment portfolios tailored to each client’s specific needs, objectives and risk tolerance.  We strive to achieve competitive portfolio returns relative to benchmarks, reflecting our clients’ long term objectives while taking less risk than the overall market.

For general questions about financial planning, please click here.

For help when choosing a financial planner: click here

Bryn Mawr Trust Disclaimer

At certain places on this site, links may exist to non-Bryn Mawr Trust websites. If you choose to link to those websites, which are not controlled by The Bryn Mawr Trust Company, we are not responsible for the privacy or security of those sites. Information provided is obtained from sources deemed to be reliable, but The Bryn Mawr Trust Company does not endorse, approve, or certify those external sites and does not guarantee the accuracy, completeness, efficacy, timeliness, or accurate sequencing of the information contained on them. Neither The Bryn Mawr Trust Company nor its affiliated companies shall be liable for any claims or losses of any nature, including, but not limited to, lost profits, punitive or consequential damages that result from your use of, or your inability to use, the information on those sites.

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Bryn Mawr Trust Disclaimer

At certain places on this site, links may exist to non-Bryn Mawr Trust websites. If you choose to link to those websites, which are not controlled by The Bryn Mawr Trust Company, we are not responsible for the privacy or security of those sites. Information provided is obtained from sources deemed to be reliable, but The Bryn Mawr Trust Company does not endorse, approve, or certify those external sites and does not guarantee the accuracy, completeness, efficacy, timeliness, or accurate sequencing of the information contained on them. Neither The Bryn Mawr Trust Company nor its affiliated companies shall be liable for any claims or losses of any nature, including, but not limited to, lost profits, punitive or consequential damages that result from your use of, or your inability to use, the information on those sites.

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