David Leblanc

Background

About David Leblanc

Richter Family Office (RFO) provides independent and objective wealth management services to high net worth families and individuals. Established in 2001, Richter Family Office has gained an exceptional reputation for providing holistic wealth management services without the bias of affiliations with other financial institutions or wealth managers. Our goal is to develop a deep understanding of our client’s investment objectives, financial needs, and most importantly, tolerance for risk. From this assessment, we carefully review various investment approaches and strategic options, drawing from a broad set of mainstream and niche investment mandates to devise an investment blueprint tailored to each unique situation and family. Working with an objective and trusted Richter advisor means that our clients are less apt to take a reactive approach to their wealth needs, but instead can more deliberately address the wide range of issues that impact their family's financial well-being. While for many families this may be specific to investment management, advance planning, and other tax and estate issues, it may also include more complex family support and administrative services - all of which are part of the Richter solution. Families share the desire to create and protect a legacy through the transmission of family values and sizable financial assets. By providing well-rounded and sophisticated guidance and advice, Richter Family Office is committed to easing this burden and delivering peace of mind.