LeoGroup

The Leo Group, LLC (“LeoGroup”) is a comprehensive advisory firm offering customized wealth management, tax strategies, investment planning and institutional services to high net worth and affluent individuals and families around the globe. Our experienced advisors provide comprehensive and pragmatic solutions to all aspects of wealth management, aligning our approach with the interests of our clients. Founded in 2012, LeoGroup is an independent partnership owned by its partner and employees. We believe it is a privilege to be a true partnership, and endeavor to work alongside our clients in everything we do. Partnership is a Privilege The Era That Defined Wall Street is Over. The financial crisis of the late 2000s ushered in a dramatic change to Wall Street and exposed the Street for what it was. It will never be the same. We believe the partnership structure promotes a greater alignment of interest between a firm and its clients. We understand the capital requirements of a global financial institution may no longer support the partnership structure, but we are nostalgic for the days when Wall Street worked alongside clients as true partners. The author Michael Lewis chronicled the era’s excess in the book “Liar’s Poker,” followed by his book “The End,” the essence of which is summarized below: The heads of the Wall Street firms all said what an awful thing it was for Wall Street to go public, but when the temptation arose, they all gave in. (Goldman Sachs was the last of the firms to maintain it’s partnership structure until 1999). Turning a partnership into a corporation allows for the complete transfer of financial risk to the shareholders. “When things go wrong, it’s their problem and if a firm screws up badly enough, it’s the government’s problem. It’s laissez-faire until you get in deep [expletive].” We are a Partnership. Shared Risk, Shared Return. LeoGroup is an independent partnership (LLC) owned by its partners & employees. We believe it is a privilege to be a partnership and endeavor to work alongside clients in everything we do.

John Clair

Managing Director

3 past transactions

Uhomes

Series A in 2016
Uhomes is an online platform that offers property information and services primarily aimed at international students. Founded in 2015 and headquartered in China, the company provides a comprehensive suite of real estate services, including house rental and purchasing options. Uhomes features an authentic verification system and a streamlined house listing process, allowing students studying abroad to easily find suitable accommodations. Additionally, the platform includes information storage for properties and API classification, enhancing the overall user experience for those seeking housing solutions while pursuing their education.

Genesys Systems

Venture Round in 2013
Genesys Systems is a division of Enealt, a world leader in renewable energy technologies and policies. Genesys is an energy efficient HID lighting technology business. We are focused exclusively on HID lighting technology that offers significant energy savings, brighter, more natural light, and longer lasting bulb life.
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