Preserve, protect and grow your wealth for a lifetime with our private client services.
Bringing together our combined expertise across tax, accountancy and financial planning, our private client team provides a truly holistic solution for high net worth individuals and their families.
We have a long history of developing successful, long-term relationships with our private clients, many of whom have been with us for decades.
Lubbock Fine's help has continued over a quarter of a century and is fundamental to our success. They’re terrifically supportive and full of interesting ideas that we’d never have thought of. We consolidate all of our private and business finances through Lubbock Fine and Lubbock Fine Wealth Management. It's the perfect one-stop-shop.
Stefan and Anna Lipa
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