Lowenhaupt Global Advisors Information

100-Year Tradition of Serving Wealthy Families and Individuals Do you have Freedom from Wealth? Do you have a plan for your wealth? Does that plan provide a clear purpose for you and your family? At Lowenhaupt Global Advisors (LGA), we’ve been helping individuals and families answer those questions for generations. We Provide Single-Family Offices Working closely with you, we design, build and operate a single-family office that meets your needs for generations to come. We integrate all components of wealth management – investment advisory, tax and estate planning, risk management, fiduciary services, family governance and philanthropy. Through seamless coordination of your advisors, we transform wealth and help individuals and families achieve their ultimate goal: Freedom From Wealth. Comprehensive Family Office Services Lowenhaupt Global Advisors brings together all of the necessary services to manage wealth wisely and efficiently. Through innovation and technology, we realize efficiencies, but never compromise on comprehensive, customized management and service. ∗ Administrative (Reporting and Recordkeeping) ∗ Billing Management ∗ Business Consulting ∗ Business / Family Meetings ∗ Cash Management ∗ Concierge / Client Specific Projects ∗ Document Storage and Management ∗ Estate Planning and Wealth Transfer ∗ Family Communication ∗ Financial Planning ∗ Individualized Counseling and Education ∗ Investment Advisory Services ∗ Legal Services ∗ Philanthropic Services ∗ Property Management ∗ Risk Management ∗ Service Providers ∗ Taxes ∗ Trust Administration © 2018 Lowenhaupt Global Advisors, LLC