Structure and Protection for our client's assets, investments and estate worldwide

Personalized Bespoke Services, Under One Roof.

01.

Years of Experience

More than 50 years of experience in Wealth Management Services, Insurance, and Financial products. With more than $2.5 Billion USD in Assets Under Management, we specialize in tailor made solutions for Ultra High Networth Individuals and Families

02.

Our People

Our team includes more than 40 professionals in offices in the USA, Canada, Bahamas, Brazil, Mexico, and Central Asia. Our international experience, wealth management expertise and a dedication to world class service is what sets us apart.

03.

Presence and Service

We are in 9 offices in 7 jurisdictions with 8 major licenses. We provide an extensive, world-class suite of wealth management solutions all under one roof. Close collaboration between entities allows for a seamless experience at significantly lower cost.

Our Services - All Under One Roof

• Investment Management

• Trustee Services

• Fund Administration

• Brokerage Services

• Insurance

• Corporate Services

• Concierge Client Services

Client Service

LPF is committed to safeguarding the most valuable assets of our clients while delivering bespoke solutions for ultrahigh net worth individuals and families, seeking to preserve and enhance Generational Wealth. Our focus extends beyond mere wealth creation; it revolves around the imperative of wealth preservation.

We foster enduring relationships founded on trust and comprehension. Our team members are attentive, accessible, and collaborate closely with clients to realize tailored solutions. Streamlined cooperation between entities is facilitated by dedicated individuals. We are committed to ensuring our clients' success and enabling our partners to triumph, one client at a time