Empowering legacies. Forging trusted partnerships.
We cultivate partnerships with industry-leading firms to provide our clients with specialized expertise across a range of wealth, legal, and lifestyle services. Whether enhancing trust and estate planning, wealth management, or complex security and asset oversight, our trusted partners reflect our dedication to delivering best-in-class solutions. These partnerships serve both those seeking individual services and clients who benefit from our comprehensive UHNW modern family office approach.
Our trusted partners.
Planning Alternatives
As Laurion’s exclusive wealth management partner, Planning Alternatives offers a uniquely tailored approach to managing and preserving wealth for ultra-high-net-worth families. Leveraging proprietary dynamic asset allocation models and advanced risk management techniques, they craft resilient portfolios that are both growth-oriented and tax-efficient. Their dedicated team of portfolio specialists works closely with clients to implement sophisticated estate planning strategies and multi-generational wealth transfer solutions. Seamlessly integrated within Laurion’s modern family office framework, Planning Alternatives combines cutting-edge technology with deep market insights to ensure that every facet of your financial legacy is managed with precision, foresight, and excellence.
Learn more about Planning Alternatives here.
TrustCounsel
Founded by our CEO, Gregory Herman-Giddens, TrustCounsel is a law firm specializing in trusts, estates, and tax law. TrustCounsel offers sophisticated estate tax and asset protection planning strategies partnered with customized fiduciary services. Greg provides clear advice and personalized guidance drawn from his specialized training and decades of experience.
Learn more about TrustCounsel here.
TrustProtector, LLC
Also established by Gregory Herman-Giddens, TrustProtector, LLC provides independent oversight for trusts worldwide. One of the first companies in the U.S. to provide Trust Protector/Enforcer, services, TrustProtector, LLC has been helping maintain grantor intent and protection for beneficiaries for almost 20 years. Trust Protector services are the key to long-term flexibility and efficiency in trust administration.
Learn more about TrustProtector, LLC here.