Lynn Leonard, Principal of LL Family office Services LLC and a Certified Financial Planner, specializes in wealth management strategies for high net worth families and individuals. Lynn understands well the legal, investment, and accounting concerns required to properly execute wealth management strategies with smooth and seamless integration.

Lynn Leonard’s success lies in her three decades of experience as a family office administrator in the Delaware Valley. Working closely with high net worth individuals and families, she has assisted numerous clients in determining and realizing their financial goals and objectives. Confidentiality and personal privacy are the cornerstone of LL Family Office Services’ core values, so you can feel confident placing your important financial matters in solid, capable hands. Lynn Leonard’s depth of knowledge, vast expertise, objectivity and meticulous attention to detail are essential when it comes to the myriad complex tasks associated with managing your wealth.

Prior to forming LL Family Office Services, Lynn served as Vice President for prominent banks in the finance industry, providing trust and estates administration for New York Private Bank & Trust, JP Morgan Chase, and First Union. She played a critical role in the creation and successful management of a Delaware Federal Savings Bank, and established Chase’s Private Bank in Delaware. Lynn has managed and settled estates and trusts for high net worth clients around the world, and has served some of the wealthiest families in the Philadelphia region.

Lynn grew up in the town of Merion on Philadelphia’s Main Line, and currently resides in Merion Station, PA. She serves on the Board of the Lower Merion/Harriton Alumni Association. She spent many summers on the Southern New Jersey shore in Beach Haven, on Long Beach Island, and is a member of Little Egg Harbor Yacht Club.

Lynn Leonard received her BA in Business Administration from University of Delaware, and became a Certified Financial Planner in 1993.