Client Experience
Although we may never be a member of your family, Lenox will become a part of your family. A trusted and valued part. Ours is not a transactional relationship, like opening a bank account. It is a multi-faceted and enduring relationship, built on trust, and maintained over time. Lenox serves as an enduring, collaborative and supportive branch of your family. Because of the nature of our work, we recognize the importance of being closely aligned through all the nuances of life’s journey. We are here to honor your wishes, and operationalize your goals.
Trusted Outside Partner
Sometimes in life, it is easier to communicate between parties with the aid of someone else. We are your voice when a voice may be difficult to find. We provide strength, when strength may be difficult to find. We provide clarity, when clarity is difficult to find. We listen, and share. Without bias, and without judgement.
Solution Provider
Trust and estate matters can be highly complex and confusing, even for the savviest of families. We simplify and clarify matters, explaining the information in a straightforward and approachable manner. We manage the day-to-day details, and we craft the best solutions for each client, promoting harmony and minimizing conflicts within family units.
Longitudinal Resource
We are here for the long term. Sometimes you will need Lenox frequently, sometimes long periods of time may pass until you have an issue arise or life event occur. We will have the most updated knowledge and current systems in place to assist you at every point along the way. Our strategy is to be proactive; always working on your behalf, considering how the world changes and how it can affect you. We allow our clients to live the life they want, without having to manage the operations of a trust company. That’s where Lenox provides piece of mind. We handle the details.
