Fleming Lessard and Shields is a boutique multi-family office based in La Jolla, CA, offering bespoke wealth management solutions to individuals, families, and entrepreneurs. With a focus on multigenerational wealth, they provide advanced tax strategies, business advisory services, and direct investment access to help clients achieve their financial goals.
Their team of experts offers a sophisticated approach to wealth management, including portfolio composition, asset protection, and risk management. They also specialize in business liquidity planning, assisting business owners in selling their companies and transitioning the proceeds towards long-term wealth preservation. With a commitment to financial accountability and a comprehensive range of services, Fleming Lessard and Shields are dedicated to helping their clients navigate the complexities of wealth management and achieve lasting impact.
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