Header GraphicLGA Logo












 

 

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 Individualized

  • Cash Management

  • Investment Advisory Services

  • Collectables Management

  • Concierge Services/Client Specific Projects

  • Counseling and Education

  • Document Storage and Management

  • Estate Planning and Wealth Transfer Coordination

  • Family Governance, Meetings and Education

  • Financial Planning

  • Philanthropic Services

  • Property Management including Aircrafts and Yachts

  • Taxes and Risk Management

  • Trust Administration