SlideShare a Scribd company logo
Lenox Advisors is a comprehensive Wealth Advisory firm focusing on high net worth individuals,
including corporate executives, business owners and entrepreneurs. Most of our clients retain us to be
their “Personal CFO.” We coordinate all aspects of their financial lives, including retirement planning,
asset management, risk management, estate planning, insurance, children’s college education, etc.
For our corporate clients, we advise them on all different types of benefit programs and qualified
plans for their employees, including customized carve-out programs for senior executives.
WHAT CAN WE
DO FOR YOU?
Lenox SERVICE OVERVIEW
Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management
services through MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser
representatives of Lenox Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser
representatives of MML Investors Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc.
is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors
Services, LLC. Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML
Investors Services, LLC. CRN201402-156678 © 2013 Lenox Advisors, Inc. All rights reserved.
Lenox Advisors. Integrating financial security into financial success.
Learn more at www.lenoxadvisors.com
Lenox Private Wealth Management
Lenox Personal CFO™
• Estate Planning Strategies
• Lenox Retirement Advisor™ (retirement income,
distribution and tax minimization strategies)
• Account Aggregation
• Vault for Personal Documents
• Lenox Money-Smart Kids™ Program
Lenox Asset Management
• Access to Separately
Managed Accounts
• Municipal and Taxable
Bond Portfolios
• Real Estate Investment Trusts
• Hedge Funds
Lenox Insurance Brokerage
• Life Insurance
• Disability Income Insurance
• Long Term Care Insurance
• Ownership Structure, Trusts
• Key Person Coverage
• Fixed and Variable Annuities
Property and Casualty Insurance
• Home and Auto Insurance
• Umbrella Liability Insurance
Lenox Corporate Client Services
Lenox Corporate Benefits
• Group Benefits (bSwift HRIS, Health and
Welfare; Disability/LTD; HSAs)
• Corporate Carve-Out Insurance Programs
(Life; Disability Income; Long Term Care)
Lenox RPC™ (Retirement Plan Consultancy)
Platform
• Ongoing Fiduciary Support Services
• Ongoing Investment Monitoring
• Investment Policy Statement Reviews
• Detailed Processes, Unbiased Perspective

More Related Content

What's hot

Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14Ken Sellin
 
Family Inheritance Protection
Family Inheritance ProtectionFamily Inheritance Protection
Family Inheritance Protection
Douglas Lineberry
 
Wealthup
WealthupWealthup
Trusts: An Essential Planning Tool
Trusts: An Essential Planning ToolTrusts: An Essential Planning Tool
Trusts: An Essential Planning Toolgwirt
 
HFS Financial Institution Solutions
HFS Financial Institution SolutionsHFS Financial Institution Solutions
HFS Financial Institution SolutionsDottie Shepperd
 
Matt Nedin - Asset Protection Presentation
Matt Nedin - Asset Protection PresentationMatt Nedin - Asset Protection Presentation
Matt Nedin - Asset Protection Presentation
mattnedin
 
Introduction to the Bondable Lease
Introduction to  the  Bondable LeaseIntroduction to  the  Bondable Lease
Introduction to the Bondable Lease
philippduffy
 
Domestic Asset Protection Trusts for Estate Planning
Domestic Asset Protection Trusts for Estate PlanningDomestic Asset Protection Trusts for Estate Planning
Domestic Asset Protection Trusts for Estate Planning
wardwilsey
 
Intro To Roundstone
Intro To RoundstoneIntro To Roundstone
Intro To Roundstone
juliemallett
 
Private Equity Liab Ins Final
Private Equity Liab Ins FinalPrivate Equity Liab Ins Final
Private Equity Liab Ins Finalforsythn1978
 
Four Things to Know: ERISA Bonds & Fidicuary Liability Insurance
Four Things to Know: ERISA Bonds & Fidicuary Liability InsuranceFour Things to Know: ERISA Bonds & Fidicuary Liability Insurance
Four Things to Know: ERISA Bonds & Fidicuary Liability Insurance
The 401k Study Group ®
 
Fiduciary Liability
Fiduciary LiabilityFiduciary Liability
Fiduciary LiabilityDan Bukaty
 
Insurance experience
Insurance experienceInsurance experience
Insurance experience
John Genilla
 
Preserving wealth for future generations – the benefits of a trust
Preserving wealth for future generations – the benefits of a trustPreserving wealth for future generations – the benefits of a trust
Preserving wealth for future generations – the benefits of a trust
Richard Cayne Meyer
 

What's hot (15)

Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
Crystal & Company - Hedge Funds Sector Overview FINAL 10.9.14
 
Family Inheritance Protection
Family Inheritance ProtectionFamily Inheritance Protection
Family Inheritance Protection
 
Wealthup
WealthupWealthup
Wealthup
 
Trusts: An Essential Planning Tool
Trusts: An Essential Planning ToolTrusts: An Essential Planning Tool
Trusts: An Essential Planning Tool
 
HFS Financial Institution Solutions
HFS Financial Institution SolutionsHFS Financial Institution Solutions
HFS Financial Institution Solutions
 
Matt Nedin - Asset Protection Presentation
Matt Nedin - Asset Protection PresentationMatt Nedin - Asset Protection Presentation
Matt Nedin - Asset Protection Presentation
 
Introduction to the Bondable Lease
Introduction to  the  Bondable LeaseIntroduction to  the  Bondable Lease
Introduction to the Bondable Lease
 
Domestic Asset Protection Trusts for Estate Planning
Domestic Asset Protection Trusts for Estate PlanningDomestic Asset Protection Trusts for Estate Planning
Domestic Asset Protection Trusts for Estate Planning
 
Intro To Roundstone
Intro To RoundstoneIntro To Roundstone
Intro To Roundstone
 
Private Equity Liab Ins Final
Private Equity Liab Ins FinalPrivate Equity Liab Ins Final
Private Equity Liab Ins Final
 
Four Things to Know: ERISA Bonds & Fidicuary Liability Insurance
Four Things to Know: ERISA Bonds & Fidicuary Liability InsuranceFour Things to Know: ERISA Bonds & Fidicuary Liability Insurance
Four Things to Know: ERISA Bonds & Fidicuary Liability Insurance
 
Fiduciary Liability
Fiduciary LiabilityFiduciary Liability
Fiduciary Liability
 
Insurance experience
Insurance experienceInsurance experience
Insurance experience
 
BrianKurlan_BioFlyer_Final
BrianKurlan_BioFlyer_FinalBrianKurlan_BioFlyer_Final
BrianKurlan_BioFlyer_Final
 
Preserving wealth for future generations – the benefits of a trust
Preserving wealth for future generations – the benefits of a trustPreserving wealth for future generations – the benefits of a trust
Preserving wealth for future generations – the benefits of a trust
 

Viewers also liked

ICT-enabled Policy Making / Policy 2.0 Case Studies
ICT-enabled Policy Making / Policy 2.0 Case StudiesICT-enabled Policy Making / Policy 2.0 Case Studies
ICT-enabled Policy Making / Policy 2.0 Case Studies
Yannis Charalabidis
 
Przebudowa drogi wojewódzkiej nr 252 inowrocław włocławek
Przebudowa drogi wojewódzkiej nr 252 inowrocław   włocławekPrzebudowa drogi wojewódzkiej nr 252 inowrocław   włocławek
Przebudowa drogi wojewódzkiej nr 252 inowrocław włocławekKrzysztof Kwapinski
 
Productivity and efficiency analysis
Productivity and efficiency analysisProductivity and efficiency analysis
Productivity and efficiency analysisVeneficus
 
Proyecto uso de herramientas de la web 2.0 para aumentar interés en el aprend...
Proyecto uso de herramientas de la web 2.0 para aumentar interés en el aprend...Proyecto uso de herramientas de la web 2.0 para aumentar interés en el aprend...
Proyecto uso de herramientas de la web 2.0 para aumentar interés en el aprend...
lauraelena28
 
Olga figueroa actividad1_mapa_c
Olga figueroa actividad1_mapa_cOlga figueroa actividad1_mapa_c
Olga figueroa actividad1_mapa_cOLGALUFI
 
Deivi adrian velasquez_arroyo_actividad1_mapa_c
Deivi adrian velasquez_arroyo_actividad1_mapa_cDeivi adrian velasquez_arroyo_actividad1_mapa_c
Deivi adrian velasquez_arroyo_actividad1_mapa_cDeivi Velasquez
 
Werkgroep Open Data
Werkgroep Open DataWerkgroep Open Data
Werkgroep Open Data
Opening-up.eu
 
Споры о принципах в романе И.С. Тургенева "Отцы и дети"
Споры о принципах в романе И.С. Тургенева "Отцы и дети"Споры о принципах в романе И.С. Тургенева "Отцы и дети"
Споры о принципах в романе И.С. Тургенева "Отцы и дети"
admin_sosh9
 
Redes sociales4c
Redes sociales4cRedes sociales4c
Redes sociales4cAlex Ayala
 
TERMM #3: Keynote - Christian Hald Buhl on 'Exporting bands'
TERMM #3: Keynote - Christian Hald Buhl on 'Exporting bands'TERMM #3: Keynote - Christian Hald Buhl on 'Exporting bands'
TERMM #3: Keynote - Christian Hald Buhl on 'Exporting bands'muziekclub4AD
 
Diseño de ambientes de aprendizaje Cristina Quintas Toribio
Diseño de ambientes de aprendizaje  Cristina Quintas ToribioDiseño de ambientes de aprendizaje  Cristina Quintas Toribio
Diseño de ambientes de aprendizaje Cristina Quintas Toribiocristinapaddy
 
Fanpage Ad Proposal
Fanpage Ad Proposal Fanpage Ad Proposal
Fanpage Ad Proposal
Maru Lord
 
Sequência didática pausa
Sequência didática pausaSequência didática pausa
Sequência didática pausaAmigas do Saber
 

Viewers also liked (20)

Prometeo
PrometeoPrometeo
Prometeo
 
ICT-enabled Policy Making / Policy 2.0 Case Studies
ICT-enabled Policy Making / Policy 2.0 Case StudiesICT-enabled Policy Making / Policy 2.0 Case Studies
ICT-enabled Policy Making / Policy 2.0 Case Studies
 
Avestruz
AvestruzAvestruz
Avestruz
 
Przebudowa drogi wojewódzkiej nr 252 inowrocław włocławek
Przebudowa drogi wojewódzkiej nr 252 inowrocław   włocławekPrzebudowa drogi wojewódzkiej nr 252 inowrocław   włocławek
Przebudowa drogi wojewódzkiej nr 252 inowrocław włocławek
 
Productivity and efficiency analysis
Productivity and efficiency analysisProductivity and efficiency analysis
Productivity and efficiency analysis
 
Proyecto uso de herramientas de la web 2.0 para aumentar interés en el aprend...
Proyecto uso de herramientas de la web 2.0 para aumentar interés en el aprend...Proyecto uso de herramientas de la web 2.0 para aumentar interés en el aprend...
Proyecto uso de herramientas de la web 2.0 para aumentar interés en el aprend...
 
Olga figueroa actividad1_mapa_c
Olga figueroa actividad1_mapa_cOlga figueroa actividad1_mapa_c
Olga figueroa actividad1_mapa_c
 
Diana
DianaDiana
Diana
 
Deivi adrian velasquez_arroyo_actividad1_mapa_c
Deivi adrian velasquez_arroyo_actividad1_mapa_cDeivi adrian velasquez_arroyo_actividad1_mapa_c
Deivi adrian velasquez_arroyo_actividad1_mapa_c
 
Sproc.net
Sproc.netSproc.net
Sproc.net
 
Werkgroep Open Data
Werkgroep Open DataWerkgroep Open Data
Werkgroep Open Data
 
Споры о принципах в романе И.С. Тургенева "Отцы и дети"
Споры о принципах в романе И.С. Тургенева "Отцы и дети"Споры о принципах в романе И.С. Тургенева "Отцы и дети"
Споры о принципах в романе И.С. Тургенева "Отцы и дети"
 
Redes sociales4c
Redes sociales4cRedes sociales4c
Redes sociales4c
 
TERMM #3: Keynote - Christian Hald Buhl on 'Exporting bands'
TERMM #3: Keynote - Christian Hald Buhl on 'Exporting bands'TERMM #3: Keynote - Christian Hald Buhl on 'Exporting bands'
TERMM #3: Keynote - Christian Hald Buhl on 'Exporting bands'
 
Diseño de ambientes de aprendizaje Cristina Quintas Toribio
Diseño de ambientes de aprendizaje  Cristina Quintas ToribioDiseño de ambientes de aprendizaje  Cristina Quintas Toribio
Diseño de ambientes de aprendizaje Cristina Quintas Toribio
 
Pintura romana
Pintura romanaPintura romana
Pintura romana
 
Modul 2 sorting
Modul 2   sortingModul 2   sorting
Modul 2 sorting
 
Fanpage Ad Proposal
Fanpage Ad Proposal Fanpage Ad Proposal
Fanpage Ad Proposal
 
Sequência didática pausa
Sequência didática pausaSequência didática pausa
Sequência didática pausa
 
Christmas & hogmanay
Christmas & hogmanayChristmas & hogmanay
Christmas & hogmanay
 

Similar to Lenox Advisors - List of Services

Lenox Overview
Lenox OverviewLenox Overview
Lenox Overviewecarnali
 
Lenox Overview
Lenox OverviewLenox Overview
Lenox Overviewjfleishman
 
Lenox Advisors Overview
Lenox Advisors OverviewLenox Advisors Overview
Lenox Advisors Overviewcbor23
 
Lenox Overview
Lenox OverviewLenox Overview
Lenox Overviewjweber14
 
Lenox PWM Group - Redefining Wealth Management
Lenox PWM Group - Redefining Wealth ManagementLenox PWM Group - Redefining Wealth Management
Lenox PWM Group - Redefining Wealth ManagementBrendan J. Kenny, CFP
 
Hedge Fund Expertise
Hedge Fund ExpertiseHedge Fund Expertise
Hedge Fund Expertisergoodman
 
Multilife Overview 0509
Multilife Overview 0509Multilife Overview 0509
Multilife Overview 0509Eilon Even-Esh
 
Multilife Overview 0509
Multilife Overview 0509Multilife Overview 0509
Multilife Overview 0509
Eilon Even-Esh
 
Group Benefits Overview
Group Benefits OverviewGroup Benefits Overview
Group Benefits Overviewbscoular
 
Smith Investment Guidance
Smith Investment GuidanceSmith Investment Guidance
Smith Investment GuidanceD Danard Smith
 
Investment Guidance Brochure - Linked In
Investment Guidance Brochure - Linked InInvestment Guidance Brochure - Linked In
Investment Guidance Brochure - Linked InKeith A. Holmes
 
Lenox Corporate Benefits Services
Lenox Corporate Benefits ServicesLenox Corporate Benefits Services
Lenox Corporate Benefits Servicesarigreenman
 
Lenox Advisors Corp Brochure
Lenox Advisors Corp BrochureLenox Advisors Corp Brochure
Lenox Advisors Corp Brochuredarrengblatt
 
Lenox Advisors Corp Brochure
Lenox Advisors Corp BrochureLenox Advisors Corp Brochure
Lenox Advisors Corp BrochureJonathanDavis12
 
Lenox Advisors Welcome Brochure
Lenox Advisors Welcome BrochureLenox Advisors Welcome Brochure
Lenox Advisors Welcome Brochurebkenny75
 
Lenox Welcome Brochure
Lenox Welcome BrochureLenox Welcome Brochure
Lenox Welcome Brochurewmcdermott
 
Lenox Advisors Corporate Brochure
Lenox Advisors Corporate BrochureLenox Advisors Corporate Brochure
Lenox Advisors Corporate Brochurebscoular
 
Lenox Advisors Corporate Brochure
Lenox Advisors Corporate BrochureLenox Advisors Corporate Brochure
Lenox Advisors Corporate Brochureeaholland
 
Lenox Advisors
Lenox AdvisorsLenox Advisors
Lenox Advisorsjfleishman
 
Lenox Advisors
Lenox AdvisorsLenox Advisors
Lenox Advisorsblarge
 

Similar to Lenox Advisors - List of Services (20)

Lenox Overview
Lenox OverviewLenox Overview
Lenox Overview
 
Lenox Overview
Lenox OverviewLenox Overview
Lenox Overview
 
Lenox Advisors Overview
Lenox Advisors OverviewLenox Advisors Overview
Lenox Advisors Overview
 
Lenox Overview
Lenox OverviewLenox Overview
Lenox Overview
 
Lenox PWM Group - Redefining Wealth Management
Lenox PWM Group - Redefining Wealth ManagementLenox PWM Group - Redefining Wealth Management
Lenox PWM Group - Redefining Wealth Management
 
Hedge Fund Expertise
Hedge Fund ExpertiseHedge Fund Expertise
Hedge Fund Expertise
 
Multilife Overview 0509
Multilife Overview 0509Multilife Overview 0509
Multilife Overview 0509
 
Multilife Overview 0509
Multilife Overview 0509Multilife Overview 0509
Multilife Overview 0509
 
Group Benefits Overview
Group Benefits OverviewGroup Benefits Overview
Group Benefits Overview
 
Smith Investment Guidance
Smith Investment GuidanceSmith Investment Guidance
Smith Investment Guidance
 
Investment Guidance Brochure - Linked In
Investment Guidance Brochure - Linked InInvestment Guidance Brochure - Linked In
Investment Guidance Brochure - Linked In
 
Lenox Corporate Benefits Services
Lenox Corporate Benefits ServicesLenox Corporate Benefits Services
Lenox Corporate Benefits Services
 
Lenox Advisors Corp Brochure
Lenox Advisors Corp BrochureLenox Advisors Corp Brochure
Lenox Advisors Corp Brochure
 
Lenox Advisors Corp Brochure
Lenox Advisors Corp BrochureLenox Advisors Corp Brochure
Lenox Advisors Corp Brochure
 
Lenox Advisors Welcome Brochure
Lenox Advisors Welcome BrochureLenox Advisors Welcome Brochure
Lenox Advisors Welcome Brochure
 
Lenox Welcome Brochure
Lenox Welcome BrochureLenox Welcome Brochure
Lenox Welcome Brochure
 
Lenox Advisors Corporate Brochure
Lenox Advisors Corporate BrochureLenox Advisors Corporate Brochure
Lenox Advisors Corporate Brochure
 
Lenox Advisors Corporate Brochure
Lenox Advisors Corporate BrochureLenox Advisors Corporate Brochure
Lenox Advisors Corporate Brochure
 
Lenox Advisors
Lenox AdvisorsLenox Advisors
Lenox Advisors
 
Lenox Advisors
Lenox AdvisorsLenox Advisors
Lenox Advisors
 

Recently uploaded

Summary of financial results for 1Q2024
Summary of financial  results for 1Q2024Summary of financial  results for 1Q2024
Summary of financial results for 1Q2024
InterCars
 
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
Vighnesh Shashtri
 
what is the future of Pi Network currency.
what is the future of Pi Network currency.what is the future of Pi Network currency.
what is the future of Pi Network currency.
DOT TECH
 
how can I sell pi coins after successfully completing KYC
how can I sell pi coins after successfully completing KYChow can I sell pi coins after successfully completing KYC
how can I sell pi coins after successfully completing KYC
DOT TECH
 
The European Unemployment Puzzle: implications from population aging
The European Unemployment Puzzle: implications from population agingThe European Unemployment Puzzle: implications from population aging
The European Unemployment Puzzle: implications from population aging
GRAPE
 
Scope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theoriesScope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theories
nomankalyar153
 
how can i use my minded pi coins I need some funds.
how can i use my minded pi coins I need some funds.how can i use my minded pi coins I need some funds.
how can i use my minded pi coins I need some funds.
DOT TECH
 
USDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptxUSDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptx
marketing367770
 
how can I sell my pi coins for cash in a pi APP
how can I sell my pi coins for cash in a pi APPhow can I sell my pi coins for cash in a pi APP
how can I sell my pi coins for cash in a pi APP
DOT TECH
 
Which Crypto to Buy Today for Short-Term in May-June 2024.pdf
Which Crypto to Buy Today for Short-Term in May-June 2024.pdfWhich Crypto to Buy Today for Short-Term in May-June 2024.pdf
Which Crypto to Buy Today for Short-Term in May-June 2024.pdf
Kezex (KZX)
 
Intro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptxIntro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptx
shetivia
 
how to sell pi coins effectively (from 50 - 100k pi)
how to sell pi coins effectively (from 50 - 100k  pi)how to sell pi coins effectively (from 50 - 100k  pi)
how to sell pi coins effectively (from 50 - 100k pi)
DOT TECH
 
Commercial Bank Economic Capsule - May 2024
Commercial Bank Economic Capsule - May 2024Commercial Bank Economic Capsule - May 2024
Commercial Bank Economic Capsule - May 2024
Commercial Bank of Ceylon PLC
 
Latino Buying Power - May 2024 Presentation for Latino Caucus
Latino Buying Power - May 2024 Presentation for Latino CaucusLatino Buying Power - May 2024 Presentation for Latino Caucus
Latino Buying Power - May 2024 Presentation for Latino Caucus
Danay Escanaverino
 
The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.
DOT TECH
 
The new type of smart, sustainable entrepreneurship and the next day | Europe...
The new type of smart, sustainable entrepreneurship and the next day | Europe...The new type of smart, sustainable entrepreneurship and the next day | Europe...
The new type of smart, sustainable entrepreneurship and the next day | Europe...
Antonis Zairis
 
Proposer Builder Separation Problem in Ethereum
Proposer Builder Separation Problem in EthereumProposer Builder Separation Problem in Ethereum
Proposer Builder Separation Problem in Ethereum
RasoulRamezanian1
 
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit CardPoonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
nickysharmasucks
 
MERCHANTBANKING-PDF complete picture.pdf
MERCHANTBANKING-PDF complete picture.pdfMERCHANTBANKING-PDF complete picture.pdf
MERCHANTBANKING-PDF complete picture.pdf
Sudarshan Dakuru
 
Greek trade a pillar of dynamic economic growth - European Business Review
Greek trade a pillar of dynamic economic growth - European Business ReviewGreek trade a pillar of dynamic economic growth - European Business Review
Greek trade a pillar of dynamic economic growth - European Business Review
Antonis Zairis
 

Recently uploaded (20)

Summary of financial results for 1Q2024
Summary of financial  results for 1Q2024Summary of financial  results for 1Q2024
Summary of financial results for 1Q2024
 
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
 
what is the future of Pi Network currency.
what is the future of Pi Network currency.what is the future of Pi Network currency.
what is the future of Pi Network currency.
 
how can I sell pi coins after successfully completing KYC
how can I sell pi coins after successfully completing KYChow can I sell pi coins after successfully completing KYC
how can I sell pi coins after successfully completing KYC
 
The European Unemployment Puzzle: implications from population aging
The European Unemployment Puzzle: implications from population agingThe European Unemployment Puzzle: implications from population aging
The European Unemployment Puzzle: implications from population aging
 
Scope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theoriesScope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theories
 
how can i use my minded pi coins I need some funds.
how can i use my minded pi coins I need some funds.how can i use my minded pi coins I need some funds.
how can i use my minded pi coins I need some funds.
 
USDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptxUSDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptx
 
how can I sell my pi coins for cash in a pi APP
how can I sell my pi coins for cash in a pi APPhow can I sell my pi coins for cash in a pi APP
how can I sell my pi coins for cash in a pi APP
 
Which Crypto to Buy Today for Short-Term in May-June 2024.pdf
Which Crypto to Buy Today for Short-Term in May-June 2024.pdfWhich Crypto to Buy Today for Short-Term in May-June 2024.pdf
Which Crypto to Buy Today for Short-Term in May-June 2024.pdf
 
Intro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptxIntro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptx
 
how to sell pi coins effectively (from 50 - 100k pi)
how to sell pi coins effectively (from 50 - 100k  pi)how to sell pi coins effectively (from 50 - 100k  pi)
how to sell pi coins effectively (from 50 - 100k pi)
 
Commercial Bank Economic Capsule - May 2024
Commercial Bank Economic Capsule - May 2024Commercial Bank Economic Capsule - May 2024
Commercial Bank Economic Capsule - May 2024
 
Latino Buying Power - May 2024 Presentation for Latino Caucus
Latino Buying Power - May 2024 Presentation for Latino CaucusLatino Buying Power - May 2024 Presentation for Latino Caucus
Latino Buying Power - May 2024 Presentation for Latino Caucus
 
The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.
 
The new type of smart, sustainable entrepreneurship and the next day | Europe...
The new type of smart, sustainable entrepreneurship and the next day | Europe...The new type of smart, sustainable entrepreneurship and the next day | Europe...
The new type of smart, sustainable entrepreneurship and the next day | Europe...
 
Proposer Builder Separation Problem in Ethereum
Proposer Builder Separation Problem in EthereumProposer Builder Separation Problem in Ethereum
Proposer Builder Separation Problem in Ethereum
 
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit CardPoonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
 
MERCHANTBANKING-PDF complete picture.pdf
MERCHANTBANKING-PDF complete picture.pdfMERCHANTBANKING-PDF complete picture.pdf
MERCHANTBANKING-PDF complete picture.pdf
 
Greek trade a pillar of dynamic economic growth - European Business Review
Greek trade a pillar of dynamic economic growth - European Business ReviewGreek trade a pillar of dynamic economic growth - European Business Review
Greek trade a pillar of dynamic economic growth - European Business Review
 

Lenox Advisors - List of Services

  • 1. Lenox Advisors is a comprehensive Wealth Advisory firm focusing on high net worth individuals, including corporate executives, business owners and entrepreneurs. Most of our clients retain us to be their “Personal CFO.” We coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives. WHAT CAN WE DO FOR YOU? Lenox SERVICE OVERVIEW Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management services through MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML Investors Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC. CRN201402-156678 © 2013 Lenox Advisors, Inc. All rights reserved. Lenox Advisors. Integrating financial security into financial success. Learn more at www.lenoxadvisors.com Lenox Private Wealth Management Lenox Personal CFO™ • Estate Planning Strategies • Lenox Retirement Advisor™ (retirement income, distribution and tax minimization strategies) • Account Aggregation • Vault for Personal Documents • Lenox Money-Smart Kids™ Program Lenox Asset Management • Access to Separately Managed Accounts • Municipal and Taxable Bond Portfolios • Real Estate Investment Trusts • Hedge Funds Lenox Insurance Brokerage • Life Insurance • Disability Income Insurance • Long Term Care Insurance • Ownership Structure, Trusts • Key Person Coverage • Fixed and Variable Annuities Property and Casualty Insurance • Home and Auto Insurance • Umbrella Liability Insurance Lenox Corporate Client Services Lenox Corporate Benefits • Group Benefits (bSwift HRIS, Health and Welfare; Disability/LTD; HSAs) • Corporate Carve-Out Insurance Programs (Life; Disability Income; Long Term Care) Lenox RPC™ (Retirement Plan Consultancy) Platform • Ongoing Fiduciary Support Services • Ongoing Investment Monitoring • Investment Policy Statement Reviews • Detailed Processes, Unbiased Perspective