Company Information

Get to know Lazar Wealth Succession Strategies

Founded by David Lazar, Lazar Wealth Succession Strategies is a New York-based Registered Investment Advisor (RIA) dedicated to multi-generational wealth preservation and succession planning. The firm operates as a "Family CFO," offering a holistic approach that integrates investment management, financial planning, tax and estate planning, and family governance. Their mission is to help successful families navigate the complexities of their financial lives, ensuring their wealth endures and their values are passed on to future generations.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Lazar Wealth Succession Strategies

Canada

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.