Lindus Advisors strives to build long-term relationships to help clients make better financial decisions for themselves and their families. Our goal is to help clients extend family values by ensuring the management and then transfer of wealth to the next generation in accordance with their wishes.
Why focus on families? The more involved multiple generations are in the values and the future direction of the estate, the greater the odds that the transfer process will go smoothly.
High net worth families demand and deserve a partner that can help them prioritize goals and implement a system of:
We offer clients total transparency, 24/7 Internet access to account information and independent custodial monthly statements furnished by a trusted brokerage firm who serves as custodian.