Our Philosophy

• A commitment to the preservation and enhancement of our clients’ wealth
  
• A high degree of customization for each client account
  
• A knowledge and understanding of our clients’ lives and relationships

With over 50 years of experience in assisting affluent non-U.S. individuals and their families, Lepercq, de Neuflize is ideally placed to help manage and protect the assets of its clients. Our focus is on providing a high degree of personalized, one-on-one service to our international clientele. With our many years of service, we have demonstrated our ability to nurture an intergenerational relationship of trust.

After assessing each client’s specific needs, goals and tolerance for risk, we will design an investment strategy that is uniquely personal, both for its short-term and long-term plans. Our goal is to find creative solutions to complicated situations that will both assist families in maintaining and protecting their assets and develop sources of wealth for future generations.

In implementing such a strategy, we offer a number of different solutions from portfolio management to offshore mutual funds and asset allocation.