OUR APPROACH

Within our own family, we have experienced — and solved — many of the same challenges facing our clients. Estate planning strategies typically start with a desire to provide for first generation loved ones, and then become more complex as family dynamics and affluence change. Preserving family wealth for future family generations is often a complex responsibility. Our team of Family Office Specialists will provide the thought leadership and guidance garnered from our decades of experience.

Upon engagement of our services, you will be assigned a Lebenthal Family Office CFO who will become an out-sourced member of your family — helping to centralize and perform tasks such as ongoing cash management, bill pay, philanthropic efforts, legal structuring advice, liability management, and preparing and filing tax obligations, as well as serving as a consultant and a conduit for many other professional services offered to clients of Lebenthal Family Office.

Meet the family office team

Lebenthal Family Office

Ekaterina Klimentova, CPA, CDFA
Associate Managing Director

Eileen Morrisohn
Client Service Specialist

Leonard Schlangel, CPA, JD
Senior Managing Director

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