Why Lenox?
We are a dedicated management company that appreciates that every client is unique and we customize our approach accordingly to help clients achieve their goals. We provide a full range of trust management and administration services to US and international families of wealth. With our experts in trust and estate matters, Lenox will complement and align with your other advisors in estate planning, legal services, insurance, and tax strategies to provide successful planning and execution, hands-on oversight, and conflict free trust management.
Unlike large public trust institutions, Lenox’s boutique approach is selective about clients and purposeful in how we serve them. We offer unbiased, personalized attention to each and every client, to ensure their needs are met and they experience world-class service and dedication that is unparalleled.
We are also collaborative partners who can function as part of a larger wealth advisory team, which often includes estate planning attorneys, CPAs, family office directors, and other advisors. Lenox can help organize and operationalize a number of trust, and estate planning strategies, providing long-term financial stability for families or family businesses.
Establishing a private family trust company (PFTC) through Lenox is the best way to achieve your financial goals, and ensure your culture and values are protected and maintained over time. We can assist a family, or family office, with the creation and operation of a trust company in Nevada.
Lenox is your Nevada Presence
You do not have to live in Nevada to take full and complete advantage of all the benefits Nevada has to offer estates and trusts. Lenox can be your “Nevada resident”.
Neither grantors nor beneficiaries nor directors of the family trust company have to live in Nevada. We provide the operational footprint in the State of Nevada to strictly comply with all regulatory and governance requirements, allowing you to benefit from the best trust situs in the United States, no matter where you live. We maintain our presence in Nevada, and manage the complexities and details of forming and operating a PFTC for you.
Keep Your Team of Professionals
We work in close collaboration with your chosen advisors, attorneys, and accountants to ensure the faithful execution of your trust documents, and long-term goals.
International Presence
In today’s world, many clients have international exposure, so Lenox has a global network of the most respected bankers, attorneys, investment advisors, and accountants that we have personally worked with in Europe, the Middle East, and Asia (and the Islands) to assist each client with their needs. For a foreign national seeking to invest in the United States, Lenox offers a secure investment vehicle. For the person abroad with assets or beneficiaries in the United States, Lenox offers parallel trust structures which provide added security and allows them to take advantage of generous gift tax limits and exemptions.
Institutional Level Operations
If operating as a PFTC chartered in the State of Nevada, investments and assets will have an added layer of protection. If chartered, then Lenox does not operate independently of any regulatory or governing agency. We work closely with the State and PFTC to ensure all activity and organization is legitimate and compliant.
Experience
Lenox has extensive experience with alternative asset classes such as art, real estate, vehicles, closely held businesses, partnership interests, natural resource and mineral interests, and private equity/hedge fund investments. From cryptocurrency to airplanes, we can tailor the right solutions.
Simplicity
Clients do not need to live in Nevada to take advantage of these benefits. Lenox is able to establish situs in Nevada on a client’s behalf, and in doing so, is able to fully meet the requirements of having a Nevada resident as the director or trustee.
Our Credo
The Lenox credo is that each client relationship is a personal private long term relationship. Your goals and your legacy are ours to preserve. We are not a “PO box company” without a face. We are people working closely with people, on a very individual and collaborative basis, committed and dedicated and over the course of time. Our mutual long term success is aligned.