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Lebenthal Wealth Planning
Lebenthal Wealth Planning operates as a multi-family office rooted in the Lebenthal family's legacy in municipal bonds.
Lebenthal Wealth Planning
Lebenthal Wealth Planning operates as a multi-family office rooted in the Lebenthal family's legacy in municipal bonds. The firm was founded by members of the Lebenthal family, known for their role in the municipal bond market through Lebenthal & Co., a firm that advised individual investors on tax-exempt bonds for decades. The family office structure allows the firm to offer personalized financial planning and investment management, distinct from the earlier brokerage model. The firm's strategy centers on asset allocation across fixed income, equities, and alternative investments, with a particular emphasis on tax-efficient strategies given its municipal bond heritage. Lebenthal Wealth Planning serves a client base of high-net-worth families, often with multigenerational wealth, and builds customized portfolios that may include direct holdings of municipal bonds, ETFs, and separately managed accounts. The firm also coordinates with outside custodians and estate planners. Lebenthal Wealth Planning is a registered investment adviser (RIA) with the SEC, and its team includes advisors with backgrounds in wealth management and tax planning. The firm maintains offices in New York. No recent operational events have been publicly disclosed. The firm's structural differentiator is its direct lineage to the Lebenthal family's municipal bond expertise, which gives it a specialized perspective on fixed-income investing for affluent families. This heritage shapes its approach to portfolio construction, emphasizing tax-aware strategies as a core service.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Lebenthal Wealth Planning?
Lebenthal Wealth Planning does not publicly disclose a named CIO or CEO on its website or in regulatory filings. The firm is a registered investment adviser, and investment decisions are likely made by its advisory team, but specific principals are not listed in public records.
How does Lebenthal Wealth Planning source deal flow?
The firm primarily focuses on traditional asset allocation via publicly traded securities, including municipal bonds, equities, and ETFs. It does not appear to engage in direct private equity or venture capital deal sourcing, based on its publicly available materials.
Is Lebenthal Wealth Planning structured as a single family office or multi-family office?
Lebenthal Wealth Planning operates as a multi-family office and registered investment adviser, meaning it serves multiple high-net-worth families beyond its founding family. This is distinct from a single-family office that manages only one family's capital.
Does Lebenthal Wealth Planning participate in fund commitments or only direct deals?
The firm's public disclosures suggest it primarily allocates to third-party managed strategies, such as mutual funds, ETFs, and separately managed accounts, rather than making direct private investments. It does not appear to commit to private funds or coinvestments.
What investment stages does Lebenthal Wealth Planning typically target?
Lebenthal Wealth Planning is not a venture capital or growth equity firm. It focuses on managing wealth for families through public market investments, with an emphasis on fixed income and balanced portfolios.
Which sectors does Lebenthal Wealth Planning explicitly avoid?
The firm does not publicly state any exclusionary screens. Its focus on municipal bonds suggests a conservative approach, but no specific sectors are avoided in its disclosures.
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