Lehman Associates has worked for many families and their closely held operating companies. We understand the deep level of trust, confidentiality, and discretion required. We know wealth office needs are diverse and complex, and require strong business skills, exceptional soft skills, and deep understanding of generational leadership issues. Our experience ranges from placing new CEOs in existing organizations to finding the right executive to launch and build a new family office. We also work closely with families on consideration of outside trustees and advisory boards.