Lazard Wealth
United States of America
Multi-family office
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Employees
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500+
Lazard Wealth brings a holistic, fiduciary approach to long-term wealth management by offering a full suite of services tailored to ultra-high net worth families, individuals, and non-profits. Standing shoulder-to-shoulder with clients, we help simplify the complexities of wealth with strategic advice and sophisticated investment solutions.
Contact
Basic info
Regions
Global, North America, South America, Western Europe
AUM
Over $10 billion+
HOMEPAGE
lazard.com
We help family offices find solutions to complex problems.
Discover how our support framework allows future focused family offices to thrive.
About Lazard Wealth
Lazard is one of the most respected names in global financial services, standing for excellence, integrity, and innovation on behalf of clients. Established in 1848, our mission remains steadfast: to provide differentiated advice and sophisticated investment solutions in a conflict-free manner. Lazard Wealth offers strategic guidance and sophisticated investment solutions catered to each client’s unique goals and objectives. Lazard Wealth’s client-first approach emphasizes transparency, trust, and enduring relationships enabling clients to grow and preserve their wealth across generations. Lazard Wealth has over 25 years of experience investing in alternative assets, including private equity, venture capital, real assets, and private credit.
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Managing Directors
Casey D. Whalen, CFA: Head and Chief Investment Officer
Alison J. Rosenzweig, CFA: Head of Credit
Caitlin Dunn-Reynolds: Co-head of Family Office Services
Danielle B. Roseman: Co-head of Family Office Services
Jerome C. Antenen, CFA: Head of Equities
Lisa Danzig: Senior Portfolio & Wealth Advisor
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Directors
Christopher J. Schumacher: Portfolio & Wealth Advisor
Christopher Tiano: Head of Business Development & Relationships
Ella Curren: Portfolio & Wealth Advisor
Michael P. Kaplan: Portfolio & Wealth Advisor
Nicholas W. Smith: Portfolio & Wealth Advisor
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Client profile
Our clients are ultra-high net worth individuals, families, and non-profits. We provide strategic guidance across our clients’ complete financial picture, leveraging our expertise to identify market inefficiencies to generate returns across public and private markets over a full market cycle. Additionally, we utilise intuitive technology to streamline planning, reporting, and administration, simplifying processes and enhancing the overall client experience.
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Client wealth range
We span the full spectrum.
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Investment approach
Our process begins with a deep understanding of each client’s goals, objectives, liquidity needs, legacy assets, and philanthropic interests, which leads to the crafting of a long-term strategic plan. With this information in hand, we employ an endowment-style investment approach, using a proprietary risk and allocation model to diversify investments across a wide array of asset classes, resulting in a resilient portfolio.
Within each asset class, we rigorously work to identify top-performing managers in a conflict-free manner.
Our approach is highly personalised and dynamic, with ongoing reviews and adjustments to ensure our clients’ portfolios evolve with their changing needs and circumstances.
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Alternatives investment approach
Where appropriate, Lazard Wealth generally advises allocating a meaningful portion of a client’s portfolio to alternatives to enhance returns and diversify risk. The Lazard Team has over 25 years of experience investing in alternative assets, including private equity, venture capital, real assets, and private credit.
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Family Office Services:
We elevate our clients’ experience with service that goes beyond planning and investing, offering seamless administrative support, consolidated reporting, and intuitive technology.
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Generational Support:
We match multigenerational clients with relationship teams that span generations, ensuring continuity and a deep understanding of your family’s evolving needs. Our extensive governance expertise allows us to provide structured guidance tailored to each generation.
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Philanthropy
Our investment team has significant experience working with non-profits, including CIO roles at leading charitable & cultural organisations, which we leverage to serve our clients’ significant philanthropic interests.
What sets Lazard Wealth apart
Lazard Wealth was founded around one vision: to provide clients with the highly personalised service of a boutique investment advisor that fosters deep client engagement while leveraging the scale, resilience, and access of a 177-year-old global institution.
Institutional Investment Expertise: Exceptional team brings the same rigour used to manage the world’s leading endowments to private clients.
Gender-Balanced: Four out of five members of our management committee are women, and our team overall is gender-balanced.
Alternatives Expertise Lazard Wealth has over 25 years of experience investing in alternative assets, including private equity, venture capital, real assets, and private credit.
Intergenerational Experience: Extensive experience providing customised advice for each generation within a family.
Stable Platform: We are committed to providing consistent, reliable service to our clients for decades to come.
Enduring Partnership: Built on a foundation of trust and longevity, our platform is designed to deliver unwavering service and stability that spans generations, ensuring your wealth is managed with consistency and care for decades to come.
Legacy Assets: We take the time to re-underwrite existing investments, taking a measured approach to portfolio transitions.
Integrated Expertise: Collaboration drives better outcomes—partnering seamlessly with the family’s trusted CPAs, attorneys, and advisors to create a unified strategy that honours every aspect of their financial picture.
We are excited to engage further with you to fully understand how we may meet your needs.
- https://www.lazard.com/
External links
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