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.

Founded in

Canada