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United States, United Kingdom, France, Germany, Switzerland, Spain, Italy, Poland, Sweden, Latvia, Estonia, Lithuania.
Inbound/Outbound Financial Planning, Investment Management, global Family Office services, family facilitation
Alongside my fellow Co-founder and Partner Jon Loer, I am ultimately responsible for the creation and continuity of the long-term financial well-being of our clients. Based upon our lifelong experience working with families from around the globe, we implement an 8-step process that has proven to be a remarkably effective way to achieve our clients’ goals.
For those accounts we can manage on a discretionary basis, we charge an annual fee of 0.5% (50 basis points). For all our other planning work (financial, retirement, education, income, etc), non-discretionary investment advice, facilitation, and other services, we charge an annual financial planning fee that ranges from $1,500 - $10,000 that is determined by complexity of the client's unique situation and needs.
Lauris has more than 25 years of global professional experience in institutional investing, business management and family wealth facilitation. By recognizing that each client has a unique family logic in considering and making complex financial decisions, Lauris is better able to partner with families to create and sustain long-term financial well-being. He has taken his experiences in foreign countries, cultures and languages to working with cross-border families, or those that have financial roots in both the US and elsewhere. Lauris realizes that having ties to other countries can add complexity to financial planning, enabling him to better help clients through these situations.
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