Our Firm

The Lipson Group provides affluent, multi-generational families with a comprehensive approach to wealth management, growth and sustainability. The firm has more than $3 billion under advisement. It provides the guidance and services that families and high net-worth individuals need to gain greater control over their finances, their futures and their legacies. 

Since its inception in 1984, The Lipson Group has focused on an integrated team approach to wealth management processes. As a multi-family office (MFO), the firm’s outstanding expertise in tax, estate and financial planning makes it uniquely well-positioned to provide the specialized personal services and sophisticated expertise that complex financial affairs require.