Structuring tax programs and investments that support your objectives
"My most important objective is to reduce my taxes."—Variation on a frequently heard theme.
For some reason people find it a lot easier to identify what they don’t want. At Lowenhaupt Global Advisors, our job is to help you consider what you do want and then put together a program that will help you achieve it, within the practical and legal limits of your don’ts. The recommendations we make are based on the extensive expertise of our advisors, experience which includes investment counseling, the utilization of trusts and the minimization of taxes—with special attention to estate, gift and generation skipping transfer taxes—for which we can refer you to our affiliate firm Lowenhaupt & Chasnoff.
Tax programs: It would be hard to find a better source for tax expertise. Lowenhaupt & Chasnoff opened its doors in 1908, when Abraham Lowenhaupt, the first tax lawyer in the U.S. and grandfather of the present CEO, founded a law firm concentrated on federal income taxes. Since that time, he and his son and grandson have been involved in many of the most famous tax cases in the U.S. and pioneered many of the tax techniques now in widespread use. Lowenhaupt Global Advisors recognizes that legal matters may arise that require other specialized expertise, and we refer clients as their needs indicate.
Lowenhaupt & Chasnoff, LLC continues to provide legal services to many of our families and its lawyers work closely with members of the Lowenhaupt Global Advisors team.
Unconflicted Investment Advice: In a wealth management environment driven by ongoing mergers, families have become disillusioned with their institutional investment advisors and corporate trustees; by their unwillingness to share |
