The Leach Group strives to have the touch and feel of a Private Family Office operating within one of the largest financial services firms in the United States, offering unmatched resources. Our primary objective is to help ensure each client’s chosen lifestyle is protected and preserved financially speaking. Second to that, is to transfer that success to future generations as efficiently as possible.
We focus on serving individuals and families who are defined by the Securities and Exchange Commission (SEC) as “Qualified Purchasers”1 (institutions with $25 million in investment and individuals or family companies with $5 million in investment). For these individuals and families, effective wealth management requires an in-depth understanding of alternative strategies in addition to traditional ones. It is also common for estate structures to be complex requiring a proficiency in estate planning strategies, strategic philanthropic planning and risk analysis to name a few. This is where we seek to differ from others in the industry.
Our efforts are all done in a collaborative and coordinated manner with a client’s tax and legal counsel helping to give confidence that all perspectives are properly considered in the development of each client’s wealth plan and the continued management thereof. If this describes you and you believe we may be beneficial for you and your family, please contact us for an exploratory meeting and together we can determine if you and your family should become part of The Leach Group family of clients.
1 “Qualified purchasers” are investors that meet certain requirements regarding the total amount of investments owned. Determining “qualified purchaser” status and calculating the amount of “investments” held by a prospective investor require close analyses of the investor’s particular circumstances.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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