About Us

The Lerner Group is dedicated to helping families achieve their goals and guiding them with a long-term strategy that both preserves and enhances wealth. Our goal is to ensure that your values and investments work in harmony.

We facilitate family meetings and other strategies to foster communication and encourage intentional decision making. We specialize in financial and estate planning for families and seek to capitalize on prudent market opportunities while minimizing risk. As your personal family office, we help you build a legacy wealthier than money.