At Leno, our dedication to our clients distinguishes us from other private wealth management firms, positioning us as your trusted wealth advisory partners. Our holistic approach in understanding what motivates you, identifying your vision for financial freedom, and serving as the guide that helps you achieve it, sets us apart as a leading wealth advisory partner. We act as both expert advisors and financial project managers, focused on building and preserving your wealth for today and future generations.
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We offer comprehensive, personalized advice, taking the time to understand your financial concerns and aspirations. From there, we craft a tailored strategy that aligns with your unique needs. Our deep expertise, combined with our ability to coordinate and lead a team of skilled wealth advisory professionals, ensures that we deliver the best possible outcomes efficiently.
Substantial wealth can introduce complexities in managing family finances. While some high-net-worth individuals (HNWIs) possess experience in finance and investments, many seek the expertise of a professional wealth manager to complement their skill sets and enhance their wealth-building capabilities.
Regardless of your circumstances, we take pride in partnering with you to add value. Through the application of our expertise and project management experience, we aim to deliver successful outcomes tailored to the unique and complex needs of our clients.
We provide a comprehensive safeguard for the future, encompassing strategic advice around maximising income and growth but also having a strong focus on asset protection, estate planning and efficient intergenerational wealth transfer.
A high-net-worth individual is someone who holds significant financial assets (excluding their primary residence), often spanning various investments, properties and businesses. Such individuals are distinguished by their substantial wealth, necessitating specialised strategies and services tailored to their unique financial situation.
We take a holistic approach to managing your financial well-being, ensuring every aspect, from investments to retirement to wealth transition, aligns with your financial aspirations. Our clients have peace of mind knowing that they have a team of highly skilled professionals to help them navigate the complexities that come with growing and protecting their wealth for the future.
At Leno, our approach to risk management integrates a thorough understanding of the financial landscape with bespoke strategies tailored to individual client needs.
Investment risk is mitigated through the products we recommend, the structures you invest through and portfolio construction. This ensures a balanced, diversified portfolio designed to navigate the toughest of markets. We do not diversify for diversification’s sake, instead, we build an asset allocation and portfolio that will perform well through the cycle with as few adverse surprises as possible.
We continue to manage client investments regularly, tilting the asset allocation as investment markets and the economy evolve and change. As your portfolio evolves, you will notice changes to your returns over the years.
Contact us for more informationWe’re one of the few truly integrated full-service firms providing financial advice for business owners. Our expertise in wealth management for business owners ensures optimal alignment of your personal financial goals with your business goals and needs. We will project manage your financial affairs managing the interaction between your business profits, investments, transactions, tax planning and ownership structures.
We actively seek out opportunities to add real value to your financial affairs. As part of this project management approach, in partnership with you, we will strategically engage and coordinate experts from our firm to capitalise on these opportunities.
This end-to-end process ensures the most effective and profitable outcome for both your business and personal wealth. We provide you with:
Our approach ensures business owners achieve the most effective and profitable outcomes, blending both business and personal wealth considerations into our strategic recommendations. With Leno by your side, you’re gaining a strategic partner committed to propelling both your business and personal wealth to new heights.
A financial advisor specialising in wealth management for business owners offers a unique blend of expertise tailored to the distinct challenges and opportunities business owners face from a tax and investment perspective. A financial advisor can ensure that personal wealth goals are seamlessly aligned with the business’s strategic objectives.
The role of a financial advisor is not just to provide investment guidance, but to also navigate the complex interaction between personal investments, business transactions, tax planning and ownership structures. Moreover, a comprehensive business owner wealth management strategy amplifies wealth, offers strong asset protection and recommends efficient structures to maximise profitability. With the guidance of a professional financial advisor, business owners can make informed decisions that benefit both their personal finances and their business’s bottom line.
At Leno, we prioritise a holistic approach to financial advice for business owners. To measure the performance of your investments and overall financial plans, we employ a combination of quantitative metrics and qualitative assessments. This includes tracking the return on investments, benchmarking against industry standards and ensuring alignment with your personal and business objectives. Our integrated full-service model allows us to consult with specialists across various domains, ensuring that every aspect of your financial strategy, is optimised for performance and aligned with your goals.
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