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With an expertise in inherited wealth, Lau Associates LLC works with high net worth families and individuals. We take an interdisciplinary approach to financial planning, investment management, tax planning and strategic planning that enables you to see the whole picture and gain greater confidence in your financial decision making.  At the center of your personal and business financial worlds, Lau Associates serves as your chief financial officer, providing a streamlined infrastructure, highly personalized advice, and coordinated counsel with your other advisors.  Our ability to provide intergenerational planning and philanthropic consulting is important to many of our families.

 

     
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