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Lakewood Family Trust


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Wealth management
solution for your family

With Lakewood Family Trust, you can feel confident and secure about your family’s future.

Who we are


We manage your family wealth in whatever way benefits you the most: ensuring you buy smartly, effectively, and only those products and services that are right for you.


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LAKEWOOD FAMILY TRUST

You’re in good hands.

LAKEWOOD

PROFESSIONAL TEAM

Resourceful by nature

DESIGN YOUR WORLD

Think Different

ALWAYS HERE

Think what we can do for you

COUNT ON US

Stronger for Good Time and Bad

$

LAKEWOOD FAMILY TRUST

ready to work

THE BEST

WHAT WE DO EVERYDAY
POWERS


YOU EVERYDAY

Change your life today

Don’t gamble on the future

act now,
without delay!

LAKEWOOD FAMILY TRUST

call us today


Yes... We can do magic for you


Lakewood

Our goal is to help you to harness and control wealth. We take a full-service approach to wealth management.



What we do


Our Family Office offers a comprehensive range of services - family, asset management and lifestyle management.

Our clients are family businesses, families, individuals and couples. We address their specific needs and organise their structures. We strive for an integral, independent solution-oriented approach that is not solely compliance-driven.


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Portfolio
Performance

  • Tax advising75%
  • Wealth management95%
  • Advisors for estate Inheritance planning65%
  • Risk Management84%
  • Philanthropic activities62%
  • Real estate management92%
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Have qiestions?
Contact us now

For a consultation, questions or anything else, our advisors will talk with you. Just fill the form bellow.


 

There are few
things that we can do
very very well.


Family governance

Planning and conducting family board meetings, shareholder and family meetings.

Careful risk management

Monitoring, reporting and asset consolidation.


Tax and legal advice

Preparation of tax declarations for shareholders and family members.

Long-term investment

Assistance in preparing your business plan for real estate management.