The Lautrup Thompson Team

Our clients' attitudes toward wealth are clearly their own. That's why we make time to understand their mindsets and motivations. By asking questions of both spouses, we learn who they are, who they care about, and how we can serve their best interests. Specifically, we want to know if clients want to pass along wealth (and values) to their children, support a worthy cause, or both. When do they plan to retire? What is their vision of a meaningful life? Do they need help planning for income? Why have they come to us – and why now?"

In addition to knowing a client's goals, it's important to look for "holes" in their financial picture – areas that may need further examination – trust documents, liabilities and insurance, for example. We closely scrutinize how a client's wealth is structured and areas where tax efficiencies can be realized. To complement our efforts, we often coordinate with clients' CPAs and attorneys on tax minimization, pre-liquidity planning, exit planning and estate planning strategies.

Each client's portfolio must reflect their comfort with risk, liquidity needs, investment timeline and their personal goals. Utilizing Merrill's award-winning research, we focus on providing an extra measure of income-generating, tax-advantaged investments across asset classes, sectors and borders. We also examine ways for clients to leverage and consolidate debt, as well as provide access to residential, securities-based and commercial lending through Bank of America.

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.