A complete list of active advisors currently associated with Lakeshore Private Office LLC

Warmer can help you find a great advisor at Lakeshore Private Office LLC or one who fits your needs even better.

Lakeshore Private Office is a newly formed advisory firm that has not yet commenced operations and reports no client assets. It plans to serve individuals, high-net-worth families, trusts, estates, and entities with non-discretionary private markets advisory and monitoring, portfolio architecture and strategic blueprinting, foundational infrastructure coordination, family investment education, and on-request strategic counsel. The firm’s approach is client-side and non-discretionary: it evaluates private fund offering documents, manager track records, fee and side-letter terms, and monitors fund reports, capital calls, distributions, and cash flows to inform client decision-making. Engagements are tailored to each client’s objectives, liquidity needs, and household portfolio, and the firm positions itself as a liaison for organizing governance and reporting while expressly not providing legal or tax advice and not taking custody or execution authority. Noteworthy aspects include an uncommon fee mix for a newly formed private-markets adviser — the firm intends to use a combination of hourly billing, one-time fixed project fees, and oversight-based fees — and a formalized family education offering such as a Family CIO course and foundational infrastructure coordination. The firm also limits its role to client-side advisory and monitoring (it will not act as a private fund adviser, will not accept discretionary trading authority or custody), and its operations are dependent on the continued availability of its principal.

To learn more about the advisors currently working at Lakeshore Private Office LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.