Lebenthal manages the details of your wealth, giving you the tools to prepare you for whatever life comes your way.
Whether you buy, sell, inherit, or divorce, we manage your assets, giving you the freedom to focus on your life, so you can enjoy it.
Life Transitions & Advisory
Whether selling a business, buying property, or dissolving a marriage, Lebenthal provides a wealth of experience, perspective and solutions, offering clear guidance and steady support throughout periods of change.
Investment Management
Tailored to your needs, our approach and solutions draw from a pool of top-performing managers from around the world to meet your specific wealth, legacy and lifestyle needs.
Personal CFO
As a family in the financial services business for over 85 years, we have served the needs of generations of clients, as well as our own, assembling a team to oversee the financial deals of your life in the same way that a chief financial officer does for a well managed business.