Contemplating a sale of the family business
Coordinating multi-generational wealth
Transition from operating a family business
to managing liquid wealth
At LourdMurray Delphi, we’re experienced at managing not only the complexities that come with wealth management, but also the anxieties that arise when family interests are at stake. Ryan’s main concern was the transition from running a business to managing a multi-generational investment portfolio in a family office. With clients like Ryan, LourdMurray Delphi can help to navigate the transition while keeping his siblings’ interests in mind every step of the way.
With LourdMurray Delphi, you don’t just get a financial advisor—you get a partner who’s committed to helping your family reach its goals. We can provide highly-personalized services designed to address your distinct wealth management challenges, family governance, sustainability, legacy planning, and more. And with LourdMurray Delphi, you get the added benefit of a team who understands that being a steward of family wealth involves more than investment management.