Jan’s unfailing professionalism, good humor and tireless commitment have been invaluable to us. Anyone lucky enough to work with her is in for learning and success.” ~Luci Baines Johnson, Chairman, LBJ Family Wealth Advisors
Safeguarding and growing assets for future generations.
Lehman Associates understands the specialized needs of the multigenerational family wealth office.
A search for the right experts who will protect and manage family assets demands a deep level of trust, confidentiality and discretion. For much of our history, we have performed this essential service. We know the needs of family
wealth offices are diverse and complex. Leadership positions require not only strong business skills. They also require exceptional soft skills to navigate multiple family relationships. Our ability to discern these skills is the key to success.