Financial Services - Mill Valley, California, United States
LTS Capital Advisors (LTS) is a wealth and investment management firm providing custom-tailored, institutional-quality services to a limited number of sophisticated clients. Our mission is to provide comprehensive wealth and investment advice that is values-driven, principled and unbiased, with an emphasis on risk reduction, predictable returns and personal service.LTS Capital Advisors, and its private equity affiliate LTS Capital Partners, was founded in 2005 to manage the portfolio of a multi-generational family office together with its related entities, trusts and philanthropies and has since evolved to offer these services and investments to multiple high net worth families, foundations, businesses and retirement plans. Our services focus on the preservation, management and efficient transfer of wealth. We provide our clients access to investments usually available only to institutional investors, access to LTS Capital Partners proprietary pooled investment vehicles, and a private client portal to track the allocation and performance of global assets of all types. Our investment management services include the selection active and passive money managers and funds, real estate, private equity, hedge and venture funds. LTS Capital Partners entities which provide our clients with access to targeted direct private equity and debt investments in mid- and late-stage stage technology and biotech companies. We also provide in-depth financial planning services including retirement and cash flow planning, executive compensation planning, business continuity planning, insurance needs assessment and asset protection strategies; global asset reviews and reporting services; real estate consulting and investment; tax and estate planning strategy; strategic philanthropy consulting; family office services; third-party professional referrals; and proprietary pooled investment vehicles under separate consulting agreements.
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