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Innovative Growth Plans

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Tax Strategies & Investment Solutions for Business Owners & High Net-Worth Families

LeClair guides business owners and high net-worth families through every stage of growth, transition and legacy planning.

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Strategies for
Growth &
Legacy

  1. Growth Planning &
    Capital for Successful
    Business Owners
  2. Advanced Tax
    Mitigation
  3. Wealth Planning From First
    Generation to Multi-Generational
  4. Direct Access to Private Middle
    Market Investment Opportunities

EXPERIENCE
& INNOVATION REDEFINED

Your Success is Built on Years of Dedication, Innovation & Leadership. Whether you’ve grown a business or safeguarded your family’s wealth, your legacy is the rust of hard work and vision. By aligning our forward-thinking strategies with your goals, we help you protect and grow what you’ve built, navigating complex challenges with clarity and precision.

LeClair WEALTH PARTNERS

LeClair Capital Partners

LeClair
Investment Partners

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CLARITY IN EVERY INTERACTION

Your success as a business owner or high-net-worth family didn’t come without transparency—clear insights, open communication, and informed decisions were vital to building your legacy. At LeClair, we embrace the same principles. We ensure you fully understand every aspect of your financial strategy. Whether guiding your wealth, advising on the future of your business, or offering exclusive investment opportunities, we prioritize transparency in every interaction. With open dialogue and straightforward guidance, we provide the clarity you need to confidently pursue growth, maximize value, and secure your future.

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Our clients are ambitious, forward-thinking

Wealth Management

As a business owner, you need more than a typical wealth management firm, you need a partner who can guide you through complex financial and tax landscapes. LeClair Wealth Partners personalized approach to wealth planning, combined with our due diligence on private investments, gives you access to unique opportunities to help you protect and grow your legacy.

Early Founders

When it came time to grow my business and plan for a future sale, I knew I needed an advisory partner who understood the complexities of scaling and maximizing value. LeClair Capital Partners helped me every step of the way—from developing a strategic growth plan to optimizing my company’s value in the eyes of potential buyers. Their guidance in navigating both business and personal tax considerations was invaluable. Thanks to their expertise, I’m confident that my company is not only positioned for growth but also for a successful transition when the time comes.

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COMPREHENSIVE
SOLUTIONS FOR FAMILIES
& BUSINESS OWNERS

Your financial journey is complex, whether you’re growing a business, protecting family wealth, or planning for the future. At every stage, you need a partner who understands the challenges you face and provides solutions that align with your goals.

LeClair is here to guide you, offering clarity and expertise across wealth management, business advisory, and exclusive investment opportunities.

Get a Consultation