Lau Associates LLC

Description

For over 25 years, Lau Associates has helped its clients identify and plan for life’s challenges and opportunities, whether financial, professional or personal.

At Lau Associates, our mission is to help you achieve a better quality of life and protect your wealth for current and future generations. Our overall objective is to provide competitive portfolio returns while taking less risk than the overall market.

Judy founded Lau Associates as a financial planning firm in 1985. Over the years, Judy has worked with clients to help them determine what is important in their life and their money. The clients and Judy then work as a team to create a path forward that will aim to meet their goals. Her expertise includes personalized financial planning, estate planning, inherited wealth issues, the psychology of money, developing human capital, and facilitating family meetings.

Your Lau team is dedicated to handling these tasks in a timely, accurate, and non-intrusive manner. Lau takes the time to build strong relationships with you and your advisors in order to understand your family’s unique situation and tailor services to fit your individual preferences and needs.

We provide the highly personalized services that you would expect from a family office , ranging from investment management to bill paying.

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