Lenox Overview 1108
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Lenox Advisors is a Wealth Advisory firm focusing on high net worth individuals, including Wall Street executives, hedge fund managers and business owners. Most of our clients retain us to be their “personal CFO.” We coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives. Lenox Private Wealth Management • Lenox CFO ™ ◦ Estate Planning* Strategies ◦ Lenox Retirement Advisor ™ (retirement income, distribution and tax minimization strategies) ◦ Account Aggregation ◦ Vault for Personal Documents ◦ Lenox Money-Smart Kids ™ Program • Lenox Asset Management ◦ Separately Managed Accounts ◦ Municipal and Taxable Bond Portfolios ◦ Real Estate Investment Trusts ◦ Hedge Funds Lenox Insurance Brokerage ◦ Life, Disability Income, Long Term Care Insurance ◦ Home, Auto, Umbrella Liability Insurance ** ◦ Ownership Structure, Trusts ◦ Key Person Coverage ◦ Fixed and Variable Annuities Lenox Corporate Client Services • Lenox Corporate Benefits ◦ Group Benefits (bSwift HRIS, Health and Welfare; Disability/LTD; HSAs)** ◦ Corporate Carve-Out Insurance Programs (Life; Disability Income; Long Term Care) • Lenox RPC ™ (Retirement Plan Consultancy) Platform ◦ Ongoing Fiduciary Support Services ◦ Ongoing Investment Monitoring ◦ Investment Policy Statement Reviews ◦ Proven Processes/Unbiased Perspective Lenox Advisors. Integrating financial security into financial success. Learn more at www.lenoxadvisors.com Securities offered through registered representatives of MML Investors Services, Inc., 530 Fifth Avenue, 14th Floor, New York, NY 10036, 212-536-6000. Investment Advisory Services offered through Lenox Advisors, Inc. Lenox Advisors, Inc. is not a subsidiary of, nor affiliated with MML Investors Services, Inc. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corporation [NFP], a financial services holding company, New York, NY. Management services are provided by Lenox Management Company, LLC under contract with NFP. NFP is not an affiliate or subsidiary of MML Investors Services, Inc. Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies. *Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA. **Outside business activities not offered through MassMutual or MML Investors Services, Inc. #86543 © 2006-2008 Lenox Advisors, Inc. All rights reserved.
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Transcript of Lenox Overview 1108
Lenox Advisors is a Wealth Advisory firm focusing on high net worth individuals, including Wall Street executives, hedge fund managers and business owners. Most of our clients retain us to be their “personal CFO.” We coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc.
For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives.
Lenox Private Wealth Management
• Lenox CFO™ ◦ Estate Planning* Strategies ◦ Lenox Retirement Advisor™ (retirement income, distribution and tax minimization strategies) ◦ Account Aggregation ◦ Vault for Personal Documents ◦ Lenox Money-Smart Kids™ Program
• Lenox Asset Management ◦ Separately Managed Accounts ◦ Municipal and Taxable Bond Portfolios ◦ Real Estate Investment Trusts ◦ Hedge Funds
Lenox Insurance Brokerage ◦ Life, Disability Income, Long Term Care Insurance ◦ Home, Auto, Umbrella Liability Insurance ** ◦ Ownership Structure, Trusts ◦ Key Person Coverage ◦ Fixed and Variable Annuities
Lenox Corporate Client Services
• Lenox Corporate Benefits ◦ Group Benefits (bSwift HRIS, Health and Welfare; Disability/LTD; HSAs)** ◦ Corporate Carve-Out Insurance Programs (Life; Disability Income; Long Term Care)
• Lenox RPC™ (Retirement Plan Consultancy) Platform ◦ Ongoing Fiduciary Support Services ◦ Ongoing Investment Monitoring ◦ Investment Policy Statement Reviews ◦ Proven Processes/Unbiased Perspective
Lenox Advisors. Integrating financial security into financial success.
Learn more at www.lenoxadvisors.com
Securities offered through registered representatives of MML Investors Services, Inc., 530 Fifth Avenue, 14th Floor, New York, NY 10036, 212-536-6000. Investment Advisory Services offered through Lenox Advisors, Inc. Lenox Advisors, Inc. is not a subsidiary of, nor affiliated with MML Investors Services, Inc. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corporation [NFP], a financial services holding company, New York, NY. Management services are provided by Lenox Management Company, LLC under contract with NFP. NFP is not an affiliate or subsidiary of MML Investors Services, Inc. Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies. *Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA. **Outside business activities not offered through MassMutual or MML Investors Services, Inc. #86543 © 2006-2008 Lenox Advisors, Inc. All rights reserved.
