WHY LUTZ?
We understand all of the personal, financial and organizational matters that you lose sleep over and we’re here to make sure that you rest soundly.
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Lutz Financial Surpasses $1 Billion in Assets Under Management
Lutz Financial, an SEC Registered Investment Advisor and affiliate of Lutz, has announced that it recently surpassed the $1 billion threshold for assets under management…
Issues During the Due Diligence Process in M&A Transactions
Completing a due diligence analysis is a critical step in the M&A process. Due diligence is conducted to validate value proposition assumptions, evaluate strategic and financial risks, and support deal decision…
What is a Family Office?
Modern family offices have been in existence since the late 19th century when John D. Rockefeller decided he needed a professional team to manage his wealth. The complexity of the financial landscape, coupled with…
MIND WHAT MATTERS
We embrace your business as our own to energize the right solutions and help you thrive.
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