Lanz-Duret Family Office Services

Learn about our group and what we do best.

Comprehensive wealth and lifestyle management tailored for your family.

Strategic investment management designed to grow and protect your family’s wealth.

Tax, estate, and legacy planning to secure your family’s future with care.

Tailored strategies to grow and protect wealth.

Comprehensive tax and estate planning that secures your family’s legacy while minimizing liabilities and ensuring smooth transitions.

Guiding your family through wealth education and governance to foster harmony and prepare heirs for future responsibilities.

A family office manages wealth, investments, and personal affairs for wealthy families.

Families with complex financial needs seeking tailored wealth and lifestyle management.

We provide investment strategy, tax and estate planning, philanthropy coordination, family governance, and risk management.

We maintain strict confidentiality and secure handling of all family information.

Yes, we help coordinate charitable giving and legacy planning.

We guide families in decision-making processes and provide wealth education for heirs to ensure lasting legacy.