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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 business growth plans, wealth enhancement solutions and exclusive investment opportunities. We tailor strategies for every stage of growth, transition and legacy planning.

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 result of hard work and vision.
At LeClair, we honor that legacy by combining our deep expertise and innovative solutions with your achievements. Together, we create a powerful partnership, leveraging both your experience and ours to ensure your wealth and business thrive for generations to come. 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.

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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.

Our clients are ambitious, forward-thinking

Wealth Management

As an investor, we needed more than just a typical wealth management firm—we wanted a partner who could guide us through complex financial and tax landscapes as well as offer exclusive investment opportunities. LeClair Wealth Partners delivered on every front. Their personalized approach to wealth planning, combined with their thorough due diligence on private investments, gave us access to unique opportunities we couldn't find anywhere else. We’ve been impressed by their level of transparency and dedication to helping us protect and grow our legacy, ensuring our family’s future is secure

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. Together, we’ll help you achieve your vision, ensuring your success today and for generations to come. Take the first step with us and let’s build a future that honors your legacy and drives your continued growth.