Since our inception in 1995, lagos wealth advisors has worked closely with CPA and Estate Tax Law firms as a primary resource providing the tax and financial solutions in wealth management and the mitigation of taxes. Our area of focus include income, capital gains and estate tax reduction strategies as they apply to wealth accumulation and preservation, as well as the sale of low basis assets, business succession and generational wealth transfer.
As an independent wealth management firm, we focus on building, protecting and perpetuating family’s wealth for multiple generations. Free from conflicts of interest and proprietary pressure we are able to marshal the industry’s leading specialists in all areas for the benefit of the advisor and their clients.
Dedicated to professional excellence, we serve our clients in a family office environment building lifelong relationships based upon education, trust, communication and service.
