WELCOME TO LOCKHART CAPITAL MANAGEMENT
Bringing together bespoke Financial Planning and a Private Investment Office to a select group of discerning high net worth individuals and their families.
As a partnership we have over 120 years of combined Wealth Management experience and co-invest alongside our clients to ensure our interests are fully aligned with theirs.
We have no external shareholders and are built for longevity, providing stability and continuity to both our clients and our employees.
WELCOME TO LOCKHART CAPITAL MANAGEMENT
Bringing together bespoke Financial Planning and a Private Investment Office to a select group of discerning high net worth individuals and their families.
As a partnership we have over 120 years of combined Wealth Management experience and co-invest alongside our clients to ensure our interests are fully aligned with theirs.
We have no external shareholders and are built for longevity, providing stability and continuity to both our clients and our employees.
What we do
FINANCIAL PLANNING
FINANCIAL PLANNING
By listening to our clients we help them put into perspective their current and accruing wealth so that they can structure their financial planning from a position of education and informed choice.
We provide advice to them on all aspects of their planning so that their goals and aspirations can be achieved with the maximum efficiency from a tax, legislative and economic perspective.
We will act as a sounding board, drawing on our vast experience and challenge where we think objectives cannot be met or should be rethought. We only work with a select number of clients so that we can always be available to advise and guide.
WEALTH MANAGEMENT
WEALTH MANAGEMENT
The Lockhart Capital Management Private Investment Office provides the investment solutions that power our financial planning. This in turn provides access to an exclusive discretionary management service that is designed for today's economic and political landscape.
As a boutique partnership we provide the personal interaction and high attention to detail that is so often lacking today at larger firms.
Our Private Investment Office manages the personal wealth of the partners of Lockhart Capital Management and our clients co-invest alongside us so that there is a total alignment of interest.
PHILANTHROPY
PHILANTHROPY
For clients who wish to explore the options that exist beyond gifting wealth to their family, the questions of how much, when and to whom can be daunting and complex.
To assist those clients with this process, the starting point is to establish what capacity their estates may have for gifting once all of their own personal goals have been met and the legacies for their own families secured.
We will work with legal and tax advisers to assist in the efficient structuring and timing of any potential giving as well as taking into account the level of involvement that our clients require.
We can also introduce to specialist charitable foundations should there be a particular cause or sector that they wish to be involved with.
Senate panel hearing to consider the nomination of Alejandro Mayorkas for U.S. homeland security chief https://t.co/aMPGU7dtI3
RT @jbenton: For anyone under the impression that Trump really believes his bullshit and is not just an opportunist https://t.co/W4lyQINg…
The Trump years: Tax cuts and trade wars overshadowed in the end by a virus https://t.co/mzzX6Fy6FC https://t.co/ni8sefc560
Congratulations to Sarah Breeden, Executive Sponsor for the Bank’s LGBT+ & Allies Network, for being named in the O… https://t.co/LEzX4LapYE
The EU will aim to vaccinate at least 70% of its adult population against the coronavirus by summer https://t.co/wOnJVOlHAi
Hungary’s government chides the publisher of a children’s book that includes a lesbian Cinderella for not warning r… https://t.co/IlfjWFHkVC
Hotels operators are filing for bankruptcy at a faster pace in the U.S. More may be on the horizon https://t.co/SUkO4P6bgJ
Biden intelligence pick to call for tough scrutiny of China, source says https://t.co/yJTIBGglGm https://t.co/H27qR8VzDh
Exclusive: India to start COVID-19 vaccine exports as soon as Wednesday - sources https://t.co/LyRzc3x43z https://t.co/mIl7yQ1Q2t
RT @BrookingsGov: 🚨 Starting now: Watch an expert discussion of the fallout from the Capitol insurrection, Trump's second impeachment, and…
Acting AG Jeffrey Rosen issued a stern warning that attempts to disrupt Joe Biden’s inauguration would be met with… https://t.co/FpXTc1CxrW
RT @ChrisGiles_: Digging around in the data, it has become clear that a reason for the spike in excess deaths in January is that the virus…
The New York Mets fired general manager Jared Porter, just over a month after his hiring, after publication of accu… https://t.co/16naHyVCWr
RT @NileGardiner: This would be disastrous for the United States and the Middle East, and a big win for Iran's dictatorship. https://t.co/8…