With an expertise in inherited wealth, Lau Associates LLC works with high net worth families and individuals. 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. At the center of your personal and business financial worlds, Lau Associates provides a streamlined infrastructure, highly personalized advice and, to the extent requested, coordinated counsel with your other advisors. We believe that our ability to provide intergenerational planning and philanthropic consulting is important to many of our families.
Please Note: The scope of any financial planning, tax and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement.