Build. Secure. Fulfill.
Escrow handled with precision, transparency, and an understanding of what is actually at stake.
Who We Work With
We work with the people closest to the transaction.
Business Owners
You’ve spent years building something valuable. Whether you need a qualified escrow company for your sale or want to explore a strategy to defer capital gains, we can help direct you in the right direction.
Wealth Advisors
Your clients are approaching the largest liquidity event of their lives. LAMWORTH gives you a qualified escrow partner you can trust — and for the right clients, a legally sound strategy that meaningfully improves their long-term financial outcome.
CPAs & Tax Advisors
We know you need to be able to stand behind this. We can provide documentation, IRS authority, and legal support from the firms that we partner with so you can evaluate the structure clearly and advise with confidence.
M&A Attorneys & Transaction Counsel
We work with transaction counsel from the start. Our legal partners coordinate directly with you to ensure every escrow provision is clean, documented, and defensible from day one.
Our Clients
Built for those who are building something that outlasts them.
LAMWORTH is built for clients whose wealth carries meaning beyond their own life — business owners, families, and individuals who are not just accumulating assets but building something deliberate. A legacy that reflects their values, serves the people they care about, and endures.
Clients who want the highest quality choose LAMWORTH. We are equally built for the advisors, CPAs, and attorneys who serve these clients — the professionals who understand that their work is not just technical. It is personal. It is generational. It deserves a partner who sees it the same way.
Our Services
One standard of excellence.
Whether you need professional escrow for a business transaction or a legally structured arrangement to defer capital gains on your sale, LAMWORTH administers both with the same rigor, transparency, and care.
Standard Escrow
Professional escrow for business transactions.
For business owners and transaction professionals who need a qualified, independent escrow company to hold and administer funds during a sale.
Learn More→Strategic Escrow
Defer capital gains. Keep more invested.
For sellers in $2M+ transactions who want to defer capital gains recognition while their pre-tax capital stays invested during the escrow term.
Learn More→The Process
Strategic Escrow.
We work alongside your existing CPA, financial advisor, and transaction attorney — not around them. Our job is to hold your escrow funds, coordinate the process, and make sure everyone at the table has what they need. We partner with leading law firms to prepare all legal documentation — so the structure is always properly supported.
Legal Partners Evaluate Your Transaction
Not every deal is the same. We will work with your legal partners to see which service is the right fit. We can recommend the best legal counsel to help you with your transaction.
Trusted Partners Design the Structure
For Standard Escrow, we set up and administer the account per your transaction terms. For Strategic Escrow, we work with legal partners to determine the escrow amount, term, investment approach, distribution rules, and release conditions — built specifically for your transaction.
Legal Partners Prepare the Documentation
We partner with qualified law firms to integrate escrow provisions into your purchase agreement and supporting documents. You don’t need to find your own — if you don’t have one, we have a network of trusted legal partners we can connect you with.
LAMWORTH Administers the Escrow
We are the independent escrow company. We hold your funds, coordinate with your financial advisor on investments where applicable, provide reporting and tax documentation, and manage distributions and final release throughout the term.
Why Strategic Escrow Matters
This is what keeping pre-tax capital invested actually looks like.
Instead of paying capital gains at close and investing what ’s left, a properly structured Strategic Escrow keeps the full amount invested for the duration of the term. The difference compounds quickly.
This structure is supported by IRS Revenue Rulings 77-294 and 79-91 and affirmed in Stiles v. Commissioner (U.S. Tax Court). It is not a loophole. It is established law, properly applied.
$10 Million Escrow — 5-Year Comparison
You keep $803,816 more.
28.3% capital gains tax · 9% annual return · ~0.83% advisory fees · ~0.27% escrow admin fees · Illustrative only. Actual results vary.
Our Background
Built by people who have spent over a decade at the intersection of wealth, legacy, and the moments that define both.
LAMWORTH is a legacy and asset management platform — grounded in strategy and built for what comes after.
“For people who believe the value of their legacy should reflect the values of their life, LAMWORTH is the standard in legacy asset management.”
Selling your business? Timing is important. Let’s talk.
The escrow structure needs to be in place before closing day. If you’re in the middle of a transaction — or approaching one — the best time to have this conversation is now.