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
We are experts in family office.
Lehman Associates understands the specialized needs of the multigenerational family wealth office.
Lehman Associates has worked for many wealth families and their closely held operating companies. We understand the deep level of trust, confidentiality, and discretion required. We know wealth office needs are diverse and complex, and require strong business skills, exceptional soft skills, and deep understanding
of generational leadership issues. Our experience ranges from placing new CEOs in existing organizations to finding the right executive to launch and build a new family office. We also work closely with families on consideration of outside trustees and advisory boards.