Lake street is distinctly different from other multi-family offices and wealth management firms. as an independent, employee-owned firm, our interests are Aligned with our clients' wealth strategies.
our approach to investment advice has attracted over $3 billion in family investment assets since our founding in 2003:
Independent Asset Allocation Advice
Clients benefit from a thoughtful, unbiased approach to asset allocation.
Top Tier Managers
Clients gain access to superior investment managers with no limitations on where they are sourced.
Low Fee, Low tax Strategies
Successful private wealth investing requires minimizing the drag from fees and taxes.
Informed Decision Making
Clients make decisions fully armed with hard data.
Full Scope of Assets
Careful consideration is given to all of the assets in a client's financial life.
Our focus is on giving the best information and guidance possible – not on selling product.