FAMILY OFFICE
Complex financial lives benefit from having a
coordinated strategy.
Some situations need more than one type of professional. Our Family Office model helps coordinate retirement needs through one connected strategy.
WHO IS IT FOR
This is designed for clients who need integrated expertise.
Family Office support may be appropriate for households and business owners navigating multiple priorities at once, such as tax strategy, estate considerations, business transitions, concentrated risk, and legacy planning.
One strategy can coordinate multiple specialists.
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Clarify Priorities
Define goals, risks, and decision timeline.
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Coordinate Proffesionals
Align tax, legal, risk, and planning professionals around shared priorities.
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Implement and review
Keep execution organized and regularly updated.
Areas of Coordination
These are common family office
focus areas.
- Tax strategy coordination
- Estate and legacy planning support
- Risk management and protection review
- Business owner planning and transition support
- Philanthropic and multigenerational planning
Meet your extended planning team.
Family Office professionals and strategic partners who coordinate around your plan.
First Last
Team member
First Last
Team member
First Last
Team member
Explore whether family office support is right for you.
If your planning needs are becoming more complex, we can help you evaluate whether this model fits.
Personal Approach
We take time to understand your priorities and goals, offering support that feels grounded, relevant, and genuinely helpful.
Clear Guidance
We explain the law in plain language so you always understand your options without jargon, confusion, or overwhelm.
Steady Support
Whatever the issue, we help you make confident decisions backed by clarity and consistency.
Process
Let’s turn your ‘someday’ retirement goals into a calendar.
After decades of experience in personal finance, we find very few clients are looking for “more information.” You want the right information. You want a plan that keeps things coordinated, easy to understand, and thoughtfully evolving with you over time.
• PART 1
Clear explanations that stick
You’ll leave meetings with a simple summary of what we decided and what happens next.
• PART 2
Planning that respects real life.
Your plan is built around your goals, your timeline, and your family—not a generic model.
• PART 3
Legacy-forward by design
We help you organize the details now so your family has clarity later.
Our team
Meet the minds behind Lenn & Co.
Anna Kovalenko
Partner • Corporate & Commercial Law
Sofia Novak
Partner • Litigation & Dispute Resolution
Michael Hart
Associate • Family & Employment Law
Daniel Price
Associate • Real Estate & Property Law
Lila Shevchenko
Paralegal • Client Support & Case Manager
Resources
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