LAUER PRIVATE WEALTH SERVES A SELECT GROUP OF VERY-HIGH-NET-WORTH FAMILIES NAVIGATING INCREASING FINANCIAL COMPLEXITY.

December 2025

Forward Momentum

November 2025

Enduring Transition

Every recommendation reflected suitability and conviction rather than simply following a standard menu.

Client -- Principal, Engineering Firm

Having a single team oversee the moving parts created clarity and saved us time.
Client -- Physician and Lawyer