Our Firm
A few years ago, we founded Lakewood Family Trust as a multi-family office to better meet the needs of wealthy individuals and families. We attracts the highest quality of professionals, chosen both for their industry expertise as well as their commitment to exceptional customer service. We are focused and independent, committed to highly responsive client service. We’ve invested a vast amount of thought and energy into structuring our firm to be unique – and better: attract the most talented people in the industry, turn their intellectual ferocity, loyalty and passion into a phenomenal experience for you. To learn more about our team, just call us, and we can sit and talk.
Secure Your Family's Financial Futire
With Lakewood Family Trust, you can feel confident and secure about your family’s future. Our proactive team takes the time to understand your personal and financial goals. We develop a customized plan specific to your wealth management needs and work with you to ensure success. Understanding and connecting with you is vital when developing a wealth management plan that works for you, your family and your goals. Whether you are making financial decisions for today or for the future, we provide objective advice, guidance, and financial planning that helps you create and grow your wealth as well as preserve it for future generations.