LSBB Family Office
Our Mission
Founded over 22 years ago by Ben Lee and Stephen Stuart, our practice has grown steadily and now includes Tara Biro and Wayne Bryson. At Lee Stuart Bryson Biro (LSBB) Family Office we believe that wealth management encompasses far more than day-to-day investment advice.
Investing with Impact
At LSBB Family Office, we are committed to meeting the evolving needs of our clients by providing responsible investment options that help advance ESG issues while generating long term, sustainable returns.
The goal is to invest in a collection of industry leaders that are on the right side of change a sentiment that is expected to grow among investors.
The goal is to invest in a collection of industry leaders that are on the right side of change a sentiment that is expected to grow among investors.
Industry Professionals
LSBB Family Office team members regularly coordinate planning with other industry professionals to help ensure that various aspects of your wealth situation are considered within the context of your investment and wealth plan.
This may include:
- Tax preparation
- Wills, powers of attorney and living wills
- U.S. tax planning services for US Citizens / Green Card Holders
TD Specialists
Our clients can benefit from seamless access to other TD specialists, who offer advice in the following areas:
- Life and Disability Insurance Planning
- Business Succession Planning
- Private Banking and Credit Solutions
- Charitable Giving Strategies
- TD Wealth services which include access to high net worth planners and tax and estate planners
