At The Lipson Group, we understand the needs of affluent families and have built a service menu that can be tailored to each family’s unique situation, needs and goals.
Clients have the flexibility to choose our comprehensive family office platform that helps simplify financial and related matters through an integrated, 360-degree approach. Alternatively, clients may access specific services that address limited issues.
The Lipson Group is a fee-only based firm that does not sell financial products or participate in revenue-sharing agreements. Fees are clearly detailed in engagement agreements.
To see a full list of our services, please click here.
