At Lamarck Group, we recognize the immense potential of the next generations in driving change and shaping the world and provide opportunities to connect, learn, and excel with others in similar positions to make a more positive impact as heirs take on their financial responsibilities.
We bring together heirs and family business successors from diverse backgrounds to connect and develop personal and professional relationships in an environment that encourages knowledge-sharing and collaboration. We provide skills and insights in leadership, family governance, legacy building, finance, and wealth management that help heirs navigate challenges and seize opportunities in a rapidly evolving world.
We aim to inspire heirs to become champions in their respective fields by providing a framework that helps them explore their passions, discover a purpose, and leverage their family wealth to drive positive change. Through mentorship, coaching, and exposure to various perspectives, we help shape their mindset and boost the skills needed for continued success.
By investing in the early development of the next generations, we help ensure their family legacies continue and guide their families and businesses toward sustainable growth and societal progress.
We Offer
Investment
A disciplined approach to asset allocation and portfolio oversight that allows you to remain fully invested for the long term and manage volatility and risk.
Access to specific markets, sectors, and currencies while targeting desired outcomes such as enhanced participation, yield generation, and capital protection.
All portfolios are constructed to achieve specific goals and give you peace of mind, knowing you are on the right path to achieving your financial goals.
Guiding qualified investors into non-traditional assets, including private equity, cryptocurrencies, initial and secondary public offerings, and hedge funds.
Enabling qualified investors to invest alongside financial institutions and tap into exclusive opportunities that may not be accessible to the broader market.
A community of like-minded individuals committed to making a difference and harnessing the power of capital to drive change and a more sustainable future.
A comprehensive offering of solutions and services to develop strategies that align with your long-term objectives to preserve and grow your family's wealth.
As time passes and you accumulate wealth, we make sure that your financial plan adjusts to take account of changes and unlock the true value of new opportunities.
Focus on what you want your legacy to achieve by understanding your vision, values, and goals and ensuring your giving efforts are directed in the right areas for you.
