THE
STANLEY-LAMAN GROUP, LTD.
For Those Seeking
FIRM
OVERVIEW
GENERAL
FOCUS
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- Founded 1991
- Privately Held - Allows a Patient Long-Term Approach
- Services Exclusively for High Net Worth Individuals & Entities
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- High Investment Returns
- Solving Complex Tax Issues
- Planning for The Disposition of a Business
- Implementing Structures to Limit Family Acrimony
- Providing High Touch Concierge Service
- Fulfilling Charitable Component of Wealth Transfer Plans
CLIENTS
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High Net Worth Individuals
Families & Family Offices
Charitable Entities
Fiduciaries
Endowments
Family Trusts
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EXPERIENCE
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1000+ Family Trusts Serviced
800+ High Net Worth Individuals Plans Implemented
$2 Billion Trust Owned Life Insurance Management & Administration
(4) Domestic Equity Portfolios
(4) Emerging Markets Equity Portfolios
(4) Fixed Income Portfolios
(40) Trading on International Exchanges; China, India, Vietnam...
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FOCUS
PRACTICE GROUPS
INVESTMENT
FINANCIAL PLANNING
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WEALTH TRANSFER
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BUSINESS PLANNING
BUSINESS SERVICES
FOUNDERS
WILLIAM STANLEY, MSFS
PRESIDENT
JAMES LAMAN, J.D., LL.M
VICE PRESIDENT &
CORPORATE COUNSEL
INVESTMENT STAFF
WEI HUANG, PhD, MBA, CFA
SENIOR PORTFOLIO MANAGER
CHRISTOPHER COOLIDGE, CFA
FIXED INCOME
PORTFOLIO MANAGER
DAVID GONG, J.D., MBA
PORTFOLIO MANAGER
FINANCIAL & LEGAL ADVISORS
STEPHEN TAYLOR, J.D., LL.M
TAX ATTORNEY
MADELINE LANDRY
PARALEGAL
TYLER HAMILTON,CFP®, CLU®
FINANCIAL ADVISOR
MICHAEL ALLEN, CFP®
FINANCIAL ADVISOR
DAVID FENSTER
RELATIONSHIP MANAGER
INSURANCE & TRUST ADMINISTRATION
NATALIE WILDEMORE
CLIENT SERVICING MANAGER
MAGGIE SCHMIDT
LIFE INSURANCE UNDERWRITING
CASE MANAGER
KATHRYN TITGEN
TRUST & CLIENT SERVICING
CHRISTINA WATKINS
TRUST & CLIENT SERVICING
MICHELLE KORAN
SCHEDULING & LOGISTICS
CLIENT MAILINGS
Below you will find a sample of our most recent client mailings.
INVESTMENT MANAGEMENT
Short Squeezes
1-2021
Good News is
Bad 3-2021
Little Guys
11-2020
Downstream Investing
1-2021
Economy & Stock Market Disconnect 7-2020
Decoupling
10-2020
Navigating the COVID Market
5-2020
The U.S. Economy - Half Full or Empty
6-2020
Buy Before Listing
1-2021
Politics - A Historical Non-Factor 10-2020
China's Unnoticed Bull Market 7-2020
Time to Add Risk 4-2020
ESTATE PLANNING
Estate Credit Repeal 5-2020
Gift Low Basis
Assets 9-2019
Board of Directors 12-2019
OUR ADDRESS
1235 Westlakes Drive, Suite 295
Berwyn, PA 19312
Email: info@stanleylaman.com
Phone: 610-993-9100
Fax: 610-993-8382
For any general inquiries, please fill in the following contact form:
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