Lockmore Capital works with high-net-worth families across four areas of private wealth management.

Lockmore Capital clients tend to have wealth that has grown beyond what informal advisory arrangements can comfortably manage. Assets are held across multiple entities or jurisdictions. Adviser relationships have accumulated over time without a coordinating point among them. A generational transition is approaching, or has recently occurred, without a clear plan in place.

Lockmore Capital's role is to bring structure and sense of continuity to that picture by working alongside existing counsel, and maintaining a senior, independent relationship with the family over the long term. The four services below represent the practical scope of that work.