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.
Meet the family office team
Lebenthal Family Office
Ekaterina Klimentova, CPA, CDFA
Associate Managing Director
“I will do whatever it takes to run your personal finances like a good business and take the busy part of having money away from you.”
As your personal CFO, Ekaterina worries about your everyday financial affairs so you don’t have to. She provides business management, family office, and tax services, as well as serves as a liaison to your attorneys, investment advisors, agents, vendors, caretakers, contractors and other professionals with whom you do business. She is a member of the NYSSCPA (New York State Society of CPAs) and the Institute of Certified Divorce Financial Analysts.
BACKGROUND AT A GLANCE
- BS in Accounting, Marymount Manhattan College
- Senior Accountant, BCRS Associates, LLC (2006 – 2007)
- Senior Accountant, Business Manager, Executive Monetary Management, Inc. (1999 – 2006)
- Tax Compliance Specialist, Ernst and Young LLP (1996 – 1998)
- Higher Education Diploma in Roman and Germanic Languages (equivalent of MA in Languages & Education in the United States), Kiev State University
Client Service Specialist
Eileen Morrisohn brings more than 20 years of experience to the family office team. Eileen’s main goal is to be the point person for the family office clients’ bill paying and bookkeeping needs. Her attention to protecting the integrity and privacy of clients at all times being of utmost importance. Prior to joining Lebenthal Family Office, Eileen worked with a financial and business management firm as a client services business manager servicing high net worth clients engaged in various industries.
Leonard Schlangel, CPA, JD
Senior Managing Director
“At Lebenthal, we do nothing fancy. There’s no secret sauce. It’s just the implementation of tried-and-true methods of wealth preservation and growth. We believe it is better to avoid problems than practice disaster control.”
Leonard is responsible for the client’s tax planning, compliance, family office, and business management services. He is a member of the New York State Society of CPAs and the New York State Bar Association.
BACKGROUND AT A GLANCE
- Vice President, Lehman Brothers (1986 – 2007)
- JD, New York Law School
- Advanced Professional Certificate in Federal Taxation, NYU Stern School of Business
- MBA, NYU Stern School of Business
- BA, Yeshiva University