LeoGroup

We provide trusted assistance where and when you need it most. We provide comprehensive risk management strategies to protect you and your family in times of transition and across generations. From personalized wealth management and investment strategies to retirement planning and tax optimization, we offer guidance and tailored solutions to navigate the complexities of the financial landscape. As an independent advisory firm, we are a true fiduciary with aligned interests and attention to detail. Our independence from financial product conglomerates also means we sit on your side of the negotiating table and make sense of complex issues. We can collaborate with your existing financial team on specific estate planning matters or offer a comprehensive solution to safeguard and transfer your legacy from start to finish. Our investment managers collaborate closely with financial and estate planners to ensure your goals and values stay harmonized. Our experience and global footprint provide insurance planning solutions that are unique to you and integrated with your existing financial, wealth, and estate plans – allowing us to facilitate holistic planning for your family and your legacy.