Lenox Advisors is a comprehensive wealth management firm with offices in New York, Chicago, San Francisco, and Stamford. It offers financial planning services through fee-based financial planning and access to securities and asset management. Current advisors praise Lenox for providing support like marketing materials, professional development, and client service assistance that allows them to focus on growing their business. The document invites experienced financial professionals to join Lenox and leverage its resources and integrated platform to maximize their productivity and client service.
Lenox Advisors is a wealth management firm with offices in New York, Chicago, San Francisco, and Stamford. It provides comprehensive financial services including asset management, insurance brokerage, retirement planning, corporate benefits, and retirement plan consulting. Advisors at Lenox praise the support and infrastructure provided by the firm, which allows them to focus on clients and grow their business through cross-selling opportunities and access to new clients through Lenox's relationships. The document invites experienced advisors to imagine how joining Lenox could maximize their productivity and success through the firm's integrated platform and resources.
Lenox Advisors is a wealth advisory firm that focuses on high-net-worth individuals and corporate clients. They coordinate all aspects of clients' financial lives, including retirement planning, asset management, risk management, estate planning, and more. Lenox Advisors reduces the complexity in clients' financial lives through a comprehensive and holistic program. They become clients' "personal CFO" by developing financial goals and strategies. Lenox Advisors takes a values-based approach and helps clients communicate their financial values to their families.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service, providing the attention of a specialty firm alongside the resources of a large operation. They become accountable to clients, their executives, and themselves to ensure executives receive individualized attention throughout the enrollment process. Their services add value for employers and executives without adding costs or administrative burden.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service and personalized attention to help attract and retain key talent through competitive benefits.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs with discounted individual insurance and executive benefit strategies. Lenox treats clients' executives as their own by providing extraordinary service, including one-on-one consultations to understand executives' unique situations and help them implement insurance protection strategies. This adds value for employers without additional costs or administration.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service, providing the attention of a specialty firm alongside the resources of a large operation. They become accountable to clients, their executives, and themselves to ensure executives receive individualized attention throughout the enrollment process. Their services add value for employers without adding costs or administrative burden.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors is a wealth management firm with offices in New York, Chicago, San Francisco, and Stamford. It provides comprehensive financial services including asset management, insurance brokerage, retirement planning, corporate benefits, and retirement plan consulting. Advisors at Lenox praise the support and infrastructure provided by the firm, which allows them to focus on clients and grow their business through cross-selling opportunities and access to new clients through Lenox's relationships. The document invites experienced advisors to imagine how joining Lenox could maximize their productivity and success through the firm's integrated platform and resources.
Lenox Advisors is a wealth advisory firm that focuses on high-net-worth individuals and corporate clients. They coordinate all aspects of clients' financial lives, including retirement planning, asset management, risk management, estate planning, and more. Lenox Advisors reduces the complexity in clients' financial lives through a comprehensive and holistic program. They become clients' "personal CFO" by developing financial goals and strategies. Lenox Advisors takes a values-based approach and helps clients communicate their financial values to their families.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service, providing the attention of a specialty firm alongside the resources of a large operation. They become accountable to clients, their executives, and themselves to ensure executives receive individualized attention throughout the enrollment process. Their services add value for employers and executives without adding costs or administrative burden.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service and personalized attention to help attract and retain key talent through competitive benefits.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs with discounted individual insurance and executive benefit strategies. Lenox treats clients' executives as their own by providing extraordinary service, including one-on-one consultations to understand executives' unique situations and help them implement insurance protection strategies. This adds value for employers without additional costs or administration.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service, providing the attention of a specialty firm alongside the resources of a large operation. They become accountable to clients, their executives, and themselves to ensure executives receive individualized attention throughout the enrollment process. Their services add value for employers without adding costs or administrative burden.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one assistance to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one guidance on their unique situations. There is little administrative burden on the company as Lenox handles coordination, communications, and ongoing support. This adds value for executives and helps with talent attraction and retention without additional costs to the company.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one guidance from skilled professionals to understand available benefits and design protection strategies suited to their needs. Lenox's offerings add value for both executives and companies without additional costs or administrative burden for companies.
This document describes the services offered by Lenox Corporate Benefits, including providing personalized benefits consultation and voluntary benefit programs for executives. Lenox works with companies to design and implement corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. Their services are intended to help attract and retain key talent for their client companies while minimizing additional costs or administrative burdens.
Lenox Advisors has developed expertise serving hedge funds through providing customized benefits packages, executive carve-out programs, and deferred compensation plans. They also serve as personal CFOs for senior hedge fund executives, coordinating financial planning through their proprietary Lenox CFO platform. Lenox offers both corporate and individual services to hedge funds, including group benefits, an internet-based HR system, retirement plan consulting, family office services, financial planning, risk management, and accounting support.
The Lenox Difference for you and your ClientsSarah E. Byrne
Lenox Advisors provides financial advisors with support from specialists in areas like insurance, asset management, and financial planning. Advisors have access to resources that allow them to offer complete wealth management services and position themselves as clients' preferred advisors. The firm's technology and professional development programs support advisors in efficiently managing their practices and pursuing career goals. Advisors can earn commissions, fees, bonuses, and potentially buy out their book of business, offering the opportunity to build wealth for themselves and their clients.
Lenox Advisors helps companies design voluntary benefits programs for executives that provide additional insurance coverage without increasing costs or administrative burdens for the company. They work directly with each executive to understand their individual needs and recommend customized insurance solutions. This personalized approach increases participation in benefits programs while relieving HR departments of handling questions. Lenox Advisors aims to treat clients' executives as their own by providing exceptional service.
Lenox Advisors helps corporate clients set up voluntary carve-out programs to provide supplemental insurance coverage for highly compensated executives. Standard long-term disability and life insurance plans often do not adequately replace the lost income of senior executives if they become disabled. Lenox Advisors works with insurance carriers to coordinate these supplemental programs, educate executives about available policies, and ensure coverage meets individual needs and financial goals. The firm provides personalized support services to both clients and executives.
Lenox Advisors helps corporate clients set up voluntary carve-out programs to provide supplemental insurance coverage for highly compensated executives. Standard long-term disability and life insurance plans often do not adequately replace the lost income of senior executives if they become disabled. Lenox Advisors works with insurance carriers to coordinate these supplemental programs, educate executives about available policies, and ensure coverage meets individual needs and financial goals. The firm provides personalized support services to both clients and executives.
Thomas Henske and his partners at Lenox Advisors have found success targeting financial executives on Wall Street who are too busy to manage their own finances. As "Personal CFOs," Lenox advisors coordinate all aspects of clients' financial lives, including retirement and estate planning. Henske's initial meetings focus on understanding clients' values to ensure their lifestyle and finances are aligned. Access to a large pool of prospects in the condensed Wall Street area allows Henske to be efficient. The firm uses a web-based platform to provide coordinated oversight of clients' complete financial picture.
OneVue RE Services delivers specialist responsible entity (RE) services to investment managers offering managed investment schemes. RE clients range from established domestic investment managers to recognised global brands all creating product for Australian investors. Custodians can also package OneVue's RE services with their custody and unit registry services creating a one-stop shop for investment managers.
The document describes The Financial Services Network (TFSN), which provides resources and support to help independent financial advisors succeed. TFSN began over 25 years ago as a peer networking group and has grown to include many of the nation's top advisory firms. TFSN offers advisors networking opportunities, education, business coaching, specialized services, and operational support to help them achieve their goals and define success on their own terms. TFSN's dedicated team works to add value and help advisors build, grow and manage successful practices.
Lenox Advisors helps companies create voluntary executive carve-out benefit programs to provide supplemental insurance coverage for highly compensated employees. These programs are important because standard benefit plans often do not adequately replace the income of senior executives if they become disabled. Lenox Advisors works with clients on an individual basis to design customized insurance packages for each executive and provides support services to administer the programs. Their approach focuses on educating executives rather than just providing brochures, and clients appreciate the personalized attention.
Lenox Advisors helps companies create voluntary executive carve-out benefit programs to provide supplemental insurance coverage for highly compensated employees. These programs offer additional long-term disability, life, and long-term care insurance since typical company plans do not adequately replace the high incomes of senior executives. Lenox Advisors works directly with clients and insurance carriers to design individualized packages, educate executives, and manage the administrative responsibilities of these programs for companies. Their approach aims to integrate financial security into executives' overall financial success through personalized attention.
Lenox Advisors helps companies create voluntary executive carve-out benefit programs to provide supplemental insurance coverage for highly compensated employees. These programs are important because standard benefit plans often do not adequately replace the income of senior executives if they become disabled. Lenox Advisors works with clients on an individual basis to design customized insurance packages for each executive and provides support services to administer the programs. Their approach focuses on educating executives rather than just providing brochures, and clients appreciate the personalized attention.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one assistance to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one guidance on their unique situations. There is little administrative burden on the company as Lenox handles coordination, communications, and ongoing support. This adds value for executives and helps with talent attraction and retention without additional costs to the company.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one guidance from skilled professionals to understand available benefits and design protection strategies suited to their needs. Lenox's offerings add value for both executives and companies without additional costs or administrative burden for companies.
This document describes the services offered by Lenox Corporate Benefits, including providing personalized benefits consultation and voluntary benefit programs for executives. Lenox works with companies to design and implement corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. Their services are intended to help attract and retain key talent for their client companies while minimizing additional costs or administrative burdens.
Lenox Advisors has developed expertise serving hedge funds through providing customized benefits packages, executive carve-out programs, and deferred compensation plans. They also serve as personal CFOs for senior hedge fund executives, coordinating financial planning through their proprietary Lenox CFO platform. Lenox offers both corporate and individual services to hedge funds, including group benefits, an internet-based HR system, retirement plan consulting, family office services, financial planning, risk management, and accounting support.
The Lenox Difference for you and your ClientsSarah E. Byrne
Lenox Advisors provides financial advisors with support from specialists in areas like insurance, asset management, and financial planning. Advisors have access to resources that allow them to offer complete wealth management services and position themselves as clients' preferred advisors. The firm's technology and professional development programs support advisors in efficiently managing their practices and pursuing career goals. Advisors can earn commissions, fees, bonuses, and potentially buy out their book of business, offering the opportunity to build wealth for themselves and their clients.
Lenox Advisors helps companies design voluntary benefits programs for executives that provide additional insurance coverage without increasing costs or administrative burdens for the company. They work directly with each executive to understand their individual needs and recommend customized insurance solutions. This personalized approach increases participation in benefits programs while relieving HR departments of handling questions. Lenox Advisors aims to treat clients' executives as their own by providing exceptional service.
Lenox Advisors helps corporate clients set up voluntary carve-out programs to provide supplemental insurance coverage for highly compensated executives. Standard long-term disability and life insurance plans often do not adequately replace the lost income of senior executives if they become disabled. Lenox Advisors works with insurance carriers to coordinate these supplemental programs, educate executives about available policies, and ensure coverage meets individual needs and financial goals. The firm provides personalized support services to both clients and executives.
Lenox Advisors helps corporate clients set up voluntary carve-out programs to provide supplemental insurance coverage for highly compensated executives. Standard long-term disability and life insurance plans often do not adequately replace the lost income of senior executives if they become disabled. Lenox Advisors works with insurance carriers to coordinate these supplemental programs, educate executives about available policies, and ensure coverage meets individual needs and financial goals. The firm provides personalized support services to both clients and executives.
Thomas Henske and his partners at Lenox Advisors have found success targeting financial executives on Wall Street who are too busy to manage their own finances. As "Personal CFOs," Lenox advisors coordinate all aspects of clients' financial lives, including retirement and estate planning. Henske's initial meetings focus on understanding clients' values to ensure their lifestyle and finances are aligned. Access to a large pool of prospects in the condensed Wall Street area allows Henske to be efficient. The firm uses a web-based platform to provide coordinated oversight of clients' complete financial picture.
OneVue RE Services delivers specialist responsible entity (RE) services to investment managers offering managed investment schemes. RE clients range from established domestic investment managers to recognised global brands all creating product for Australian investors. Custodians can also package OneVue's RE services with their custody and unit registry services creating a one-stop shop for investment managers.
The document describes The Financial Services Network (TFSN), which provides resources and support to help independent financial advisors succeed. TFSN began over 25 years ago as a peer networking group and has grown to include many of the nation's top advisory firms. TFSN offers advisors networking opportunities, education, business coaching, specialized services, and operational support to help them achieve their goals and define success on their own terms. TFSN's dedicated team works to add value and help advisors build, grow and manage successful practices.
Lenox Advisors helps companies create voluntary executive carve-out benefit programs to provide supplemental insurance coverage for highly compensated employees. These programs are important because standard benefit plans often do not adequately replace the income of senior executives if they become disabled. Lenox Advisors works with clients on an individual basis to design customized insurance packages for each executive and provides support services to administer the programs. Their approach focuses on educating executives rather than just providing brochures, and clients appreciate the personalized attention.
Lenox Advisors helps companies create voluntary executive carve-out benefit programs to provide supplemental insurance coverage for highly compensated employees. These programs offer additional long-term disability, life, and long-term care insurance since typical company plans do not adequately replace the high incomes of senior executives. Lenox Advisors works directly with clients and insurance carriers to design individualized packages, educate executives, and manage the administrative responsibilities of these programs for companies. Their approach aims to integrate financial security into executives' overall financial success through personalized attention.
Lenox Advisors helps companies create voluntary executive carve-out benefit programs to provide supplemental insurance coverage for highly compensated employees. These programs are important because standard benefit plans often do not adequately replace the income of senior executives if they become disabled. Lenox Advisors works with clients on an individual basis to design customized insurance packages for each executive and provides support services to administer the programs. Their approach focuses on educating executives rather than just providing brochures, and clients appreciate the personalized attention.
2. Lenox Advisors is a single resource for comprehensive, fully
integrated wealth management services. By collaborating across
many practice areas, our firm’s highly specialized and skilled
professionals create customized strategies to help your clients
achieve their financial goals.
Lenox supports its advisors in the following areas:
• Lenox CFO®
• Lenox Asset Management
• Lenox Insurance Brokerage
• Lenox Retirement AdvisorTM
• Lenox Corporate Benefits
• Lenox RPC® (Retirement Plan Consultancy)
With our high net worth clients who are primarily Wall Street executives,
hedge fund managers, business owners, attorneys, professional athletes
and entertainers, Lenox Advisors has an impressive record of success
and can offer you a tremendous platform to help grow your business.
imagine contributing
Imagine joining a team with one of the best business models in the
industry. One that Investment Advisor describes as the “epitome of
wealth management done right.” A team that “typifies the successful
to a winning team
wealth management firm.”*
Lenox Advisors is that team. Lenox Advisors is the firm.
* Investment Advisor, July 2006.
3. Imagine having the chance to increase your productivity
exponentially by aligning yourself with a firm that offers:
• a comprehensive, integrated platform of financial services
• cross-sale opportunities with skilled professionals from
multiple disciplines
• a brand that opens doors and is supported by all of the resources
of its publicly-traded parent company, National Financial Partners
(NYSE:NFP)
• successful mentors who provide personalized coaching on how to
build your business, from strategic goal planning to establishing and
monitoring your P&L statement
• rock-solid infrastructure and support including licensing and
appointments, compliance and human resources professionals
• access to cutting-edge technology and state-of-the art facilities
• compelling compliance-approved marketing materials and client-ready
presentations available for customization
• extensive professional development to keep you current with industry
and tax law changes, economic reports, and the latest financial service
concepts and strategies
• access to sales coaching and etiquette training
• access to powerful public relations capabilities, with past placements
in the Wall Street Journal, Business Week, Investment Advisor,
Bloomberg TV, Business Week Weekend TV, MSNBC and Worth
imagine increased
Magazine, among others
Imagine being with a firm with an infrastructure designed to help
maximize your productivity.
productivity potential Lenox Advisors is the firm.
4. Lenox Advisors invites seasoned professionals to join its growing
team in offices located in New York, Chicago, San Francisco,
and Stamford.
Here is what being part of Lenox means to just a few of our
team members:
“Lenox’s systems and turn-key processes relieve me from the back office
minutia. I now spend my time productively — meeting with clients.”
Stefan Greenberg, CFP ®, Managing Director
“As my practice grew, so did my clients. Before merging with Lenox
two years ago, it was difficult to simultaneously build my business while
servicing the clients who helped me get started. By tapping into Lenox’s
deep bench, all of my clients get superior service and my practice
continues to grow,”
Britt Szostak, CFP ®, Managing Director
imagine a future with “By offering full-service financial planning, I am confident that Lenox
has the expertise to address all of my clients’ financial service needs.
This prevents poaching and provides an added layer of protection for
unlimited growth potential my client relationships.”
Abbe Large, Senior Vice President
5. “Many corporate clients engage Lenox to roll out executive disability
income, life, long-term care insurance and financial planning carveout
programs to their senior executives. Having access to those enrollments
is pivotal. I could spend a year cold calling and not make as many
appointments as I make at Lenox in a month.”
Dave Kates, J.D., Senior Vice President
“My clients view me not as an insurance professional, but as a wealth
imagine the path
manager. Everything that Lenox does, and every interaction my clients
have with the support staff, reinforces this perception.”
Jonathan Davis, Managing Director
to success Imagine a future with a firm where boundaries are overcome swiftly,
and the most direct path to success is continually paved.