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LLC Private Wealth

Real people. Practical solutions. Full-time concierge service.

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LLC Private Wealth

Real people. Practical solutions. Full-time concierge service.

Book a Free Consultation





HOME




A COMPREHENSIVE, PERSONALIZED APPROACH

We help you plan your future, no matter where in the journey you are.

At LLC Private Wealth, we care – deeply – about managing money. By bringing
together comprehensive private wealth services and exclusive investment
opportunities, we offer clients a unique, full-service approach to building
wealth.

We combine individual specialties with decades of experience working with
private individuals, entrepreneurs, and global family offices to deliver
exceptional, comprehensive wealth planning for your entire life journey. From
wealth creation, preservation and management to corporate services and venture
capital, we work closely with our clients to create a sound financial strategy
tailored to their unique values, motivations, and goals.




WHO WE ARE

A culture of partnership

But we also go beyond that. Our multi-faceted team share the conviction that
delivering superior returns is only half the story. We believe you should expect
concierge-level support and attention to detail when it comes to managing your
wealth and that’s what we promise to provide.

Whatever your needs and situation – we make it easy for you.




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SERVICES OVERVIEW


INVESTMENT MANAGEMENT

With a focus on risk mitigation and institutional-quality style of investment
advice, we ensure that our clients are always kept informed about their
accounts, holdings, and potential new investment opportunities.

We also work closely in conjunction with other experts, including accountants,
tax and legal advisors to offer a comprehensive range of private wealth
solutions and investment advice within a global context.

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VENTURE CAPITAL INVESTMENTS

A member of Canaccord Genuity Wealth Management, we provide our clients access
to one of North America’s most sophisticated venture capital ecosystems.

Specializing in the small to mid-cap space, we offer unique, and often
exclusive, opportunities to invest in companies that we’ve identified as having
significant potential for growth.

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WEALTH AND ESTATE PLANNING

Our high-touch, solution-oriented approach involves a disciplined, systematic
process tailored to meet each clients’ specific wealth and estate planning
needs.

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