Lenox Wealth

Lenox Wealth

资产和财产信托

Lake Tahoe,NV 4 位关注者

Bespoke Trust, Estate, and Tax Strategy

关于我们

As a leading player in the renewable energy finance sector, Lenox facilitates the monetization of solar investment tax credits (ITCs) by connecting developers with investors seeking tax benefits. We have invested tens of millions of dollars in solar tax equity globally, and saved clients millions of dollars in taxes by doing so. Lenox Wealth also establishes and manages private family trusts in Nevada. We are an attractive and beneficial alternative to public institutional trust companies, offering flexibility, privacy, and control unavailable with traditional trust companies. Many clients simply do not fit inside the box of a traditional trust company, and are not served well by the retail trust company structure. Smaller clients with estates and trusts consisting of domestic equities, bonds, or mutual funds are fairly simple to administer. Larger and more diversified clients with limited partnerships, private equity, yachts, planes, high-value art, or with international holdings, are far more complex, and a private family trust company is the best entity to manage these estates. Commonly, attorneys, investment advisors, or accountants act as the trustee and administer trusts for their client, though it’s not their primary interest, expertise or sought-after role. Their time is ideally spent advising clients, not managing trust complexity. Lenox assumes this administrative burden by establishing and managing the trust company for a client, and partnering with advisors, so they can focus their efforts and expertise for their clients in areas where they can serve them best. Lenox Wealth is your partner in Nevada, allowing your client to take full advantage of the best trust situs in the USA. No matter where in the world a client lives, partnering with Lenox enables them to take full advantage of the best asset protection, greatest tax savings, and strictest privacy protections available today.

网站
https://www.lenoxwc.com
所属行业
资产和财产信托
规模
2-10 人
总部
Lake Tahoe,NV
类型
私人持股
创立
2022

地点

Lenox Wealth员工

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