Overview

Lepercq, de Neuflize & Co. Incorporated was established in New York in the 1940s. From its inception, it has advised primarily non-U.S. clients on investments and wealth management and has been an innovator in structuring non-traditional financial transactions.

Traditional money management is conducted through Lepercq de Neuflize Asset Management LLC with its joint venture partner, Tocqueville Asset Management LP.

Lynx Investment Advisory LLC, a Washington, DC-based controlled affiliate, is an investment consulting firm that specializes in providing independent advice and portfolio management expertise to institutional and individual clients.

Blue Bridge Wealth Management Consultants, Inc., a Canadian-based affiliate, brings expertise in asset allocation and the selection of managers to high net worth individuals and family offices. It also offers international trust services.

In the firm’s tradition of innovative financing, its Government Finance Group has developed securitization techniques for delinquent tax lien assets and has expanded its real estate expertise to include the acquisition and operation of multi-family residential real estate.