Family Office

Lis4cg works closely with family office founders, executives and advisors to create meaningful analytics that help fiduciaries fulfill their legal responsibilities in the most efficient and effective way possible.

 

FAMILY OFFICES THAT HAVE BENEFITED FROM OUR SERVICES

My wife and I talk about doing something that makes a difference for rich people and poor people. I feel if I’m not going to take my money with me when I die, and as long as I’ve taken care of my family reasonably well, I’ve got to do something with it. And that something is building a lifeline for others.

Monte Ahuja, Retired CEO & Founder Transtar Industries, Chairman MURA Holdings LLC

 

I was financially challenged when I immigrated to the United States with few personal belongings and a bachelor’s degree from Indian Institute of Technology. I do not believe that aspiring students should be denied a good education simply because they don’t have the money to pay for it.

Bill Julka, Vice President Blue Technologies, Founder Smart Solutions, Chairman Julka Family Office

 

As measured by revenue, I am privileged to steward the largest black-owned company in Ohio and one of the largest minority-owned businesses in the country. Our family office is managed with the same degree of care, respect, planning and foresight that I dedicate to my business holdings.

Warren E. Anderson, CEO & Co-Founder Anderson DuBose, Chairman Warren E. Anderson Family Office

 

I was raised by my father on the value of hard work and frugality. Whereas most business people strive to minimize taxes, my success formula is premised on paying more taxes through greater industry and innovation. Our family office is ready to successfully transition responsibility to our children and grandchildren.

David Himy, CEO & Founder Bon Motif Company, Chairman Himy Family Office

 

ORGANIZATIONS THAT HAVE BENEFITED FROM  OUR SERVICES

PricewaterhouseCoopers LLP
SS&G Financial Services, Inc.
Charles, Blank & Karp, LLP
Jones Day
Greene Radovsky Maloney Share & Hennigh LLP
McDonald Hopkins LLC
Baker & McKenzie
Goldman Sachs
Morgan Stanley
Legg Mason
Succession Capital Alliance
American International Credit Corporation
First Insurance Funding Corporation
Pacific Life
Massachusetts Mutual Life
Manulife | John Hancock
Sun Life of Canada
University Hospitals Cleveland
Cleveland State University
The Ohio State University
Cheerful Helpers Child & Family Study Center
Benevon
Mura Holdings LLC
The Ahuja Foundation
Bon Motif Co.
Smart Solutions, Inc.
Pearlman Property Management LLC
Anderson Dubose, Inc.
LABP Holdings LLC