by administrator | Oct 1, 2020 | Documents
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Our family office clients are an extension of our own Lifetime family. With an approach as unique and nuanced as the families we serve, we don’t just advise on the creation of multi-generational wealth. We define legacies by helping you preserve wealth across those generations.
Our dedicated team at Lifetime takes deep pride in being a part of the growth and success of the entrepreneurs and business leaders we serve. Helping these industry leaders and drivers of the economy achieve their short-and-long-term goals is one of the most rewarding parts of what we do!
The athletes, coaches, and agents we serve have worked hard to earn a spot among the ranks of an over 500 billion dollar industry. Our passionate team at Lifetime works just as hard to help these sport industry professionals build upon the wealth they have already created, while protecting their legacy across generations.
At Lifetime, we understand the many complexities involved in managing the wealth of high net worth individuals. That’s why everything we do serves the purpose of simplifying your financial life, while balancing growth with risk management.
1160 Horizon Rd.
Rockwall, TX 75032
O - (972) 771- 0650
F - (972) 722-4484
info@LifetimeWM.com
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