INDIVIDUALS

LB Advisors’ tax expertise is individual centric.  We approach all of our clients with the understanding that it is the individual that ultimately bears the tax burden.  Our individual clients are surrounded by closely held business interests; by estate tax and trust strategies; and are philanthropists, managing their own private foundations or are involved with public charities.  We help integrate the goals of each element of a family’s financial situation to achieve a robust outcome.

We assist our individual clients with planning and reporting on a comprehensive basis, including specific issues such as equity based compensation, complex investment vehicles, family office initiatives, state residency, foreign investment and transactions, amongst others.  We move easily across generations to support and educate the entire family.